Found Description
Financial Planner - UK
Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm
Location - Mohali / Bangalore / Vizag / Delhi
Role dimensions
- Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans.
- Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
- Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
- Accompanying advisory team for meetings and review.
Knowledge & Skills
- In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc....