top of page

Job Listings

Paraplanner / Senior Paraplanner

Remote / Work From Home

Minimum of 1-3 years experience as a Paraplanner

Contract

We are seeking a skilled and detail-oriented Paraplanner to join our team. The Paraplanner will work closely with our financial planners and advisors to provide comprehensive financial advice to clients. This role will involve gathering and analyzing client data, researching investment products, preparing financial plans, assisting with compliance, and communicating with clients.

Planwise Logo - Footer 300x90.png

Follow Us:

  • facebook-app-symbol
  • linkedin (1)
QUICK LINKS

Service Request

SERVICES

Statement of Advice(SoA)

Record of Advice(RoA)

Projections & Modelling

Research & Tech Support

GET IN TOUCH

701, 7th Floor, The Link,

Vijay Cross Rd, Navrangpura,

Ahmedabad, Gujarat India - 380009.

Working papers & strategy summaries

Product Comparisons & analysis

bottom of page