Paraplanning Officer
Alpha Metrics Outsourcing Services
Paraplanning Officer
Alpha Metrics Outsourcing Services
Dahisar East, Mumbai Metropolitan Region
₹20,000 - ₹30,000 monthly
Fixed
₹20000 - ₹30000
Earning Potential
₹30,000
Work from Office
Full Time
Any experience
Good (Intermediate / Advanced) English
Job Details
Interview Details
Job highlights
11 applicants
Benefits include: Annual Bonus
Job Description
Job Title: Paraplanner
Department: Financial Planning / Wealth Management
Reports To: Compliance manager
Job Summary
We are seeking a detail-oriented and analytical Paraplanner to support financial advisors in delivering comprehensive financial planning solutions to clients. The Paraplanner will assist with research, financial analysis, plan preparation, compliance documentation, and client servicing activities.
This role requires strong organizational skills, financial knowledge, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.
Job role
Work location
Alpha Metrics Outsourcing Services Pvt. Ltd. 609 The PlatinaTanvi Complex, Gaurav Tal Patriwala Industrial Area, Dahisar East, Mumbai, Maharashtra, India Dahisar East, Mumbai Metropolitan Region
Department
Banking / Insurance / Financial Services
Role / Category
BFSI Project Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Problem solving, Financial services, Microsoft tools, Analytical thinking, Investment management, Written communication, Banking processes, Financal management, Insurance management, Investment planning, Wealth Management Services
English level
Good (Intermediate / Advanced) English
Gender
Any gender
About company
Name
Alpha Metrics Outsourcing Services
Address
Alpha Metrics Outsourcing Services Pvt. Ltd. 609 The PlatinaTanvi Complex, Gaurav Tal Patriwala Industrial Area, Dahisar East, Mumbai, Maharashtra, India Dahisar East, Mumbai Metropolitan Region
Job posted by Alpha Metrics Outsourcing Services
FAQs about this job
Show all