Preparation of detailed compliance reports (SOA and ROA). Regular communication with Financial Advisors.
Sound
Knowledge in Financial Planning concepts. Manage positive 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
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