
Senior Finance Professional
1 day ago
Are you a skilled finance professional looking for a new challenge?
Key Responsibilities:
- Conduct thorough research on UK investments and pension products to develop comprehensive retirement planning strategies.
- Collaborate with financial advisors to ensure alignment with client goals and objectives.
- Analyse client financial situations and provide tailored recommendations.
- Prepare detailed, informative reports that cater to the unique needs of each client.
Requirements:
- Candidates should possess exceptional English communication skills, both verbal and written.
- Financial qualifications with a background in Financial Planning or a strong aspiration for it are highly desirable.
- Proficiency in preparing detailed reports and working effectively in a team environment is essential.
- Candidates should be willing to relocate to Rajkot, India.
Benefits include the opportunity to work with a dynamic team, continuous learning and development opportunities, and a competitive compensation package.
As a financial paraplanner, you will play a key role in helping clients achieve their long-term financial goals. If you have a passion for finance and a desire to make a difference, this could be the perfect opportunity for you.
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