We are looking for Financial analyst who will be trained to play a paraplanner role who would be working closely with Financial Advisors and help them in analysing client situations and create various deliverables for clients. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. We are looking for someone with strong communication skills and a problem-solving mind-set.
Please note that we are only looking for candidates with 1 or 2 yrs of Industry experience Or MBA Finance Freshers with strong Financial Domain Knowledge, Selected candidate will be trained for 2 months on job. Role Dimensions
- Providing support to Financial Advisors for collecting data from clients, creating financial
- plans, implementing recommendations, preparing investment plans, analysing various
- scenarios and preparing other deliverables for clients
- Liaising with product providers and other relevant third parties
- Ensuring that all regulatory and compliance standards are met
- Ensuring that all client requirements are followed through to the appropriate conclusion
- Managing, recording and monitoring Client annual reviews on behalf of the Financial
- Assisting the Financial Advisors with client presentations and any other activities as agreed
- The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
CTC offered for the Role - Rs 1,50,000 - Rs 2,50,000 per annum.
- MBA specialising in Finance or Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
- 0 - 3 years' financial analysis and modeling experience
- Advanced knowledge of Excel
- Candidate should have basic knowledge in finance
- Previous experience in financial services preferred
Financial Analyst, Financial Planning, Forecasting, Financial Reporting
A Paraplanner Will Work Closely With Financial Advisors And Help Them In Analysing Client Situations And Create Various Deliverables For Clients. As Such You Will Be Required To Speak With Advisers To Gather Required Information.
Looking for Bachelor Of Commerce (b.com), Master Of Business Administration (m.b.a) graduates profile.