Paraplanner

Promore Group

Website: promore.in
Job details:

Company Description

PROMORE FINTECH specializes in providing comprehensive financial solutions, including investment strategies, risk management, tax planning, estate planning, and succession planning. The company is dedicated to addressing diverse financial needs and helping clients achieve their financial goals. PROMORE FINTECH's expertise ensures tailored strategies for individuals and businesses. With a client-focused approach, the company is committed to delivering reliable and effective financial guidance.

Role Description

This is a full-time, on-site role for a Paraplanner located in Science City, Ahmedabad. As a Paraplanner, you will assist financial planner by preparing detailed financial planning reports, conducting in-depth research on investment options, analyzing financial data, and contributing to the development of personalized financial strategies. Additionally, you will ensure the accuracy of financial plans and support client interactions through preparation and analysis of investment and risk mitigation recommendations.

Qualifications

• Proficiency in Financial Planning, Investments, and Finance
• Strong Analytical Skills for data interpretation and strategy development
• Experience in Report Writing and attention to detail in creating financial documents
• Excellent organizational and time management skills
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Familiarity with financial compliance regulations and tools is a plus
• Strong communication skills and the ability to work collaboratively with team members

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