Apply For Paraplanner

• Wealth Escalator
• Office Location
• Full Time

Experience: 1 - 1 years required

Pay:

Salary Information not included

Type: Full Time

Location: Haryana

Skills: Documentation, Investment Products, Tools, Compliance, CRM, Excel, Calculations, Client Onboarding, Insurance, Taxation, Time management, Ethics, Confidentiality, Investment Plans, mutual funds research, Financial strategies, Investment Options, product features, financial reports, investment summaries, documentation protocols, Regulatory Standards, Financial Planning software, modelling, personal finance basics, Professional attitude