Paraplanner

Shree Rama International We are hiring a Paraplanner/ Financial Planner who can assist the sales team in making financial plans for clients. work to be done - assist the sales team in making financial plans for our clients - doing analysis - have good knowledge of mutual funds, stocks and other financial products - have a background in finance - know MS...

**Job description** **Role & responsibilities**: - Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities. - Conduct research related to investment products, insurance policies, and other financial instruments. This involves gathering information, analysing product features, and preparing reports for...

Senior Paraplanner RoleThe company is seeking a seasoned professional to join its elite remote team as a Senior Paraplanner. This role offers the opportunity to work with high-net-worth clients and contribute to the strategic development of advice solutions.Key Responsibilities:Prepare compliant Statements of Advice (SoAs) and Records of Advice...