1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 6.00 LPA
ROLE SUMMARY
The Paraplanner will support the financial planning team by preparing client plans, maintaining CRM and MIS records, participating in client meetings, documenting discussions, tracking investments, and ensuring seamless execution of financial planning recommendations.
KRA: TASK / ACTIVITIES
• Gain a thorough understanding of financial planning practices and client goals.
• Attend ...