VRecruitFirst
Website:
vrecruitfirst.com
Job details:
Job Description:
Job Summary:
We are seeking a Paraplanner with at least 1 year of experience in the Australian financial planning process. The candidate will support financial advisors by preparing documents, analyzing client data, and assisting in report preparation.
Key Responsibilities:
- Assist in preparing financial plans and SOA (Statement of Advice)
- Collect and analyze client financial data
- Support advisors in investment, insurance, and retirement planning
- Prepare documentation and maintain client records
- Ensure compliance with Australian regulations
- Coordinate with internal teams for timely delivery
Required Skills:
- Knowledge of Australian paraplanning process (mandatory)
- Basic understanding of financial products
- Strong attention to detail
- Good communication and analytical skills
Qualification:
- B.Com / M.Com / Finance-related degree
Experience:
- Minimum 1 year in Australian paraplanning
Location : Jaipur/Noida
Experience : 1 - 2
Timing : 06:00 AM - 03:00 PM
Working Shift : Day Shift (Onsite)
Job Type : Full Time
Category : Australian Paraplanner
Salary : Best in industry
Skills : Excellent Communication
Keywords : Accountant
Interested candidates kindly share your resume on Australianaccountants@vrecruitfirst.com or WhatsApp on 9274697809
Click on Apply to know more.