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 updates and required information Provide guidance to junior members of the team and take a mentoring approach to support Junior Paraplanners High degree of accuracy and attention to detail Follow and adhere to ISO policies. Requirements Strong understanding of key areas such as SOA, ROA, financial projections, and WealthSolver. Excellent English communication skills are highly valued, both spoken and written High degree of accuracy and attention to detail Able to handle multiple priorities and requests with adequate planning Confident and pleasant personality to build relationships with clients Well-organised and able to work independently with excellent time management skills Hands-on experience and confidence with MS Office (Word and Excel) Desire to succeed Academic Qualifications and experience: MBA Finance or Higher 1+ year of experience in the Paraplanning process Benefits 5 Days Working Family Medical Insurance Attractive Salary Dynamic Work Culture 26 Leaves & 10+ Holidays Job Timing- 7:30am- 4:30pm (Monday to Friday )

  • 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 culture Contribute to operational processes and quality improvement initiatives Liaise with Advisers and communicate case...

  • 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 (UK Financial Planning)

    2 weeks ago

    Ahmedabad, Gujarat, India AccSource Full time ₹ 40,000 - ₹ 80,000 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 Details:Shift...

  • Paraplanner (UK Financial Planning)

    4 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...

  • 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

    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...

  • ▷ (Immediate Start) 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

    4 days ago

    Ahmedabad, Bengaluru, Chennai, India Befree Business Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesThe Paraplanners role may be broken down into four key parts:A. Preparing and maintaining the client files software entriesB. Understanding and analyzing the recommendations to confirm that the compliance requirements are metC. Implementing recommendationsD. Review external networks.A. Preparing and maintaining the client...

  • Wealth Executive

    7 days ago

    Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time

    **Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Client onboarding including KYC, data gathering, documentation and...