Hiring for Cfp
2 days ago
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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