Munificent Tech Services Pvt Ltd

Nashik, Maharashtra

Minimum Requirements Previous experience in financial planning/services industry Good technical knowledge of financial products and financial services sector Excellent report writing skills Excellent Communication skills 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 whats 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 clients 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.

Minimum Requirements Previous experience in financial planning/services industry Masters 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 whats 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 clients 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.

This role deals with accounting and taxation for International business entities. You will be requiredto manage all incoming work-flow from your assigned client. Oversee all the activities performed byaccountants. You will be the first point of communication for the client. Main objective would be toachieve timely delivery of the clients work with high accuracy. A commerce/ accounting graduate or Inter C.A. Strong accounting background. Ability to manage direct communication with clients.