Hiring for Cfp

2 days ago


Mumbai Maharashtra, India Glocal Pinnacle Solutions Pvt Ltd Full time

Job Description
- Working with Individual Financial Advisory Firm

**Skills**:

- Excellent knowledge of Ms - Office,

Good Communication Skills in English

Roles & Responsibilities
- Regular chasing for updates/information on pipeline cases & LOA Cases to Providers
- Delivering an excellent standard of Client Service
- Ensure client files & all relevant parties are updated
- Suitability Letter - Writing them for Protection Business & Mortgage Business
- Assisting the Business/Team as & when required, with administrative tasks
- Work closely with the Client Relationship Team to ensure client service with regards to the LOA process is delivered in an efficient manner & in line with Penguin standards
- Answer any Adviser queries or other Team Members’ queries relating to LOAsExperience - Minimum 1 to 1.5 years’ experience in the field of Finance.

Experience : 1 to 3 Yrs

**Salary**: ₹20,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- CFP: 1 year (required)

Work Location: In person


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