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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.
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SERVICES
Statement of Advice(SoA)
Record of Advice(RoA)
Projections & Modelling
Research & Tech Support
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701, 7th Floor, The Link,
Vijay Cross Rd, Navrangpura,
Ahmedabad, Gujarat India - 380009.
Working papers & strategy summaries
Product Comparisons & analysis
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