Financial Planning Expert
4 days ago
We are a leading fintech company, Soft 'n' Web, looking to expand our team of financial professionals. As a Financial Paraplanner at our company, you will play a vital role in supporting our UK Financial Advisors in delivering tailored financial solutions to clients.
The ideal candidate will be an MBA finance fresher with a maximum of one year of working experience. Your exceptional English communication skills, both verbal and written, will enable you to effectively collaborate with our team members and communicate with clients.
Key Responsibilities:
- Conduct thorough research on UK investments and pension products to provide informed advice to clients.
- Assist in developing and implementing retirement planning strategies that align with clients' financial goals.
- Analyse client financial situations and provide tailored recommendations to help them achieve their objectives.
- Collaborate with UK Financial Advisors to ensure alignment with financial goals and deliver seamless client experiences.
- Prepare comprehensive reports that detail client progress and recommendations.
Requirements:
- Residency in or around the Rajkot region, with a willingness to relocate to Rajkot for the role.
- Exceptional English communication skills, both verbal and written.
- A financial qualification with a background in Financial Planning or a strong aspiration for it.
- Proficiency in preparing detailed reports that demonstrate your analytical skills.
- Ability to work effectively in a team environment and contribute to our company's mission to deliver exceptional financial services.
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