Automated Solutions International Pty Ltd is seeking an experienced Paraplanning Services Consultant to support our financial advisory services. The ideal candidate will have a strong understanding of financial planning and experience in preparing comprehensive financial plans.
Key Responsibilities:
- Prepare detailed financial plans and statements for clients.
- Assist financial advisors in developing strategies to meet client goals.
- Ensure compliance with financial regulations.
- Conduct research on investment options and financial products.
- Maintain up-to-date knowledge of financial markets and products.
Qualifications:
- Bachelor’s degree in Finance, Accounting, or related field.
- Experience as a paraplanner.
- Strong analytical and research skills.
- Excellent communication and interpersonal skills.
- Attention to detail and high level of accuracy.
Job Category: Paraplanning
Job Type: Full Time Part Time
Job Location: Ahmedabad Perth Surat