Paraplanner

7 days ago

Ahmedabad, India CountHQ Full time

Paraplanner (Australia)Roles and Responsibilities:​Perform quality assurance checks to ensure the highest quality of work across the board.Drive improvement of the paraplanning process and contribute to a continuous improvement cultureContribute to operational processes and quality improvement initiativesLiaise with Advisers and communicate case updates and required informationProvide guidance to junior members of the team and take a mentoring approach to support Junior ParaplannersHigh degree of accuracy and attention to detailFollow and adhere to ISO policies.RequirementsStrong understanding of key areas such as SOA, ROA, financial projections, and Wealth Solver.Excellent English communication skills are highly valued, both spoken and writtenHigh degree of accuracy and attention to detailAble to handle multiple priorities and requests with adequate planningConfident and pleasant personality to build relationships with clientsWell-organised and able to work independently with excellent time management skillsHands-on experience and confidence with MS Office (Word and Excel)Desire to succeedAcademic Qualifications and experience:MBA Finance or Higher1+ year of experience in the Paraplanning processBenefits5 Days WorkingFamily Medical InsuranceAttractive SalaryDynamic Work Culture26 Leaves & 10+ HolidaysJob Timing- 7:30am- 4:30pm (Monday to Friday )

  • UK Paraplanner

    5 days ago

    Ahmedabad, Gujarat, India AccSource Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Opening: Paraplanner (UK Financial Planning)We are currently looking forexperienced Paraplannersto join our team. Below are the key requirements:Candidate Profile:Experienced UK Paraplanners (ready-to-deploy profiles preferred)ORCFP certification is highly preferredMinimum Experience : 2+ yearsImmediate joiners will be given priorityJob...

  • Paraplanner

    2 weeks ago

    Ahmedabad, India CountHQ Full time

    Paraplanner (Australia) Roles and Responsibilities: ​ Perform quality assurance checks to ensure the highest quality of work across the board. Drive improvement of the paraplanning process and contribute to a continuous improvement culture Contribute to operational processes and quality improvement initiatives Liaise with Advisers and communicate case...

  • Paraplanner

    3 weeks ago

    Ahmedabad, India CountHQ Full time

    Paraplanner (Australia) Roles and Responsibilities: ​ Perform quality assurance checks to ensure the highest quality of work across the board. Drive improvement of the paraplanning process and contribute to a continuous improvement culture Contribute to operational processes and quality improvement initiatives Liaise with Advisers and communicate case...

  • Paraplanner

    3 days ago

    Ahmedabad, India CountHQ Full time

    Paraplanner (Australia) Roles and Responsibilities: ​ Perform quality assurance checks to ensure the highest quality of work across the board. Drive improvement of the paraplanning process and contribute to a continuous improvement culture Contribute to operational processes and quality improvement initiatives Liaise with Advisers and communicate case...

  • Paraplanner (UK Financial Planning)

    2 weeks ago

    Ahmedabad, India AccSource Full time

    Job Description Job Opening: Paraplanner (UK Financial Planning) We are currently looking for experienced Paraplanners to join our team. Below are the key requirements: Candidate Profile: - Experienced UK Paraplanners (ready-to-deploy profiles preferred) - OR - CFP certification is highly preferred - Minimum Experience: 2+ years - Immediate joiners will be...

  • UK- Paraplanner

    3 days ago

    Ahmedabad, Bengaluru, Chennai, India Accsource Knowledge Process Outsourcing Full time ₹ 4,50,000 - ₹ 7,50,000 per year

    Job Description: UK-Based ParaplannerJob Title: ParaplannerLocation: Bangalore/Chennai/HyderabadEmployment Type: Full-TimeAbout the Role:We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering exceptional financial planning and advice to clients. As a Paraplanner, you will play a key role in preparing...

  • Paraplanner

    3 weeks ago

    Ahmedabad, India CountHQ Full time

    Paraplanner (Australia)Roles and Responsibilities:​Perform quality assurance checks to ensure the highest quality of work across the board.Drive improvement of the paraplanning process and contribute to a continuous improvement cultureContribute to operational processes and quality improvement initiativesLiaise with Advisers and communicate case updates...

  • Paraplanner

    2 weeks ago

    Ahmedabad, India CountHQ Full time

    Paraplanner (Australia)Roles and Responsibilities:​Perform quality assurance checks to ensure the highest quality of work across the board.Drive improvement of the paraplanning process and contribute to a continuous improvement cultureContribute to operational processes and quality improvement initiativesLiaise with Advisers and communicate case updates...

  • Paraplanner

    3 weeks ago

    Ahmedabad, India CountHQ Full time

    Paraplanner (Australia)Roles and Responsibilities:​Perform quality assurance checks to ensure the highest quality of work across the board.Drive improvement of the paraplanning process and contribute to a continuous improvement cultureContribute to operational processes and quality improvement initiativesLiaise with Advisers and communicate case updates...

  • Paraplanner

    6 days ago

    Ahmedabad, India CountHQ Full time

    Paraplanner (Australia)Roles and Responsibilities:​Perform quality assurance checks to ensure the highest quality of work across the board.Drive improvement of the paraplanning process and contribute to a continuous improvement cultureContribute to operational processes and quality improvement initiativesLiaise with Advisers and communicate case updates...