Paraplanner (India)

Paraplanner (India)

02 Aug
|
Carisma Solutions Private
|
India

02 Aug

Carisma Solutions Private

India

Preparation of detailed compliance reports (SOA and ROA).

Regular communication with Financial Advisors.

Sound Knowledge in Financial Planning concepts.

Manage valuable client relationships.

Training newcomers in the team.

Sound knowledge of SMSF concepts.

Update time spent for each job.

Maintaining an internal control system for workflow

Ensuring adherence to best practices and overall process deliverables.

Share learnings with the team and Team Leader

Troubleshoot complex jobs with the help of the Team Leader or Project Director

Attend all training assigned by the Team Leader or Project Director

Understand and contribute to the QC checklist.

📌 Paraplanner (India)
🏢 Carisma Solutions Private
📍 India

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: paraplanner (india) / india

Subscribe to this job alert:

Get the latest job offers by email for: paraplanner (india) / india