Paraplanner

Job Title - Paraplanner

Job Description

a) Preparation of Statement of Advice, Record of Advice and other compliance documents.

b) Collaborate with Financial Advisors in preparing professional and compliant financial plans.

c) Undertake analytical and forecasting calculation using financial planning software or spreadsheets.

d) Assist advisers in maintaining and updating the database as per compliance and provide general implementation and administration support.

e) Conduct detailed product research and strategically decide on the best product.

f) Assist advisors in superannuation and insurance research by using financial planning software's.

Keywords

SOA, ROA, Insurance, Investments, Asset allocation, Fee Calculation, Research, Forecasting, cashflow, budgeting, Financial Planning, retirement planning, Investment Planning

Industry - Accounting & finance

Functional Area - Financial Planning

Desired Candidate Profile

A very good opportunity for MBA, M. Com and B.com graduates. We are Looking for graduates with good verbal and non-verbal communication, analytical skills and interest in research work. Should be a team player with positive attitude towards learning new aspects. Candidates who have done NISM XA and XB or NCFM (Foundation or Intermediate) certification is an added advantage.

Company name - AccSource KPO Pvt. Ltd.

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