Paraplanner - Australia Ascendum Process Solutions
Ascendum Process Solutions
Office Location
Full Time
Experience: 3 - 3 years required
Pay:
Salary Information not included
Type: Full Time
Location: Ahmedabad
Skills: Australian Paraplanning, Drafting Statements of Advice, Researching financial products, analyzing financial data, Knowledge of regulatory requirements, knowledge of tax laws, Knowledge of financial markets
About Ascendum Process Solutions
Job Description
As a Paraplanner at Ascendum Solutions Pvt. Ltd., you will be responsible for utilizing your minimum 3+ years of experience in the Australian paraplanning domain. Your primary duties will include drafting Statements of Advice (SOAs) tailored to clients" financial goals and needs. This involves thorough research on financial products, strategies, and solutions to recommend to clients, as well as analyzing financial data to make suggestions for enhancing clients" financial situations. It will be crucial for you to stay informed about regulatory requirements, tax laws, and developments in financial markets to ensure the accuracy and relevance of your recommendations.,