Senior Paraplanner

Munificent Tech Services Pvt Ltd

minimum requirements

• previous experience in financial planning/services industry

• master’s in finance

• good technical knowledge of financial products and financial services sector

• excellent report writing skills

• excellent communication skills

• cfps are preferred.

knowledge & skills

• strong understanding of financial planning.

• competent in microsoft office

• strong communication skills.

• excellent attention to detail and the ability to work both quickly and accurately.

role dimensions

• preparation of suitability reports for approval by the financial adviser and prepare associated documentation as required.

• responsible for day-to-day paraplanning tasks – identifying what’s required, where client cases have information missing or outstanding actions. then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report.

• research on products and investment strategies.

• any client related communications are required to be recorded on the client’s file in clear and intelligible english.

• attend client meetings.

• provide support with administrative functions when required. liaise with product providers to acquire any information that may be required.

• train the less experienced team members.

• ensure all regulatory and compliance standards are met.

• commit to personal development and keeping knowledge up to date with the new legislative changes.

• Experience

  1 - 3 Years

• No. of Openings

  2

• Education

  M.Com, Professional Degree

• Role

  Accounts Associate

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office