This role is for one of the Weekday's clients

Min Experience: 3 years

Location: Ahmedabad

JobType: full-time

Become a part of our team as a Senior Paraplanner, where you will lead the research of complex cases, produce high-quality reports, and guarantee full compliance in all advice given. You will assist advisers with detailed product analysis, manage the accuracy of applications, mentor junior paraplanners, and facilitate the seamless progression of cases from recommendation through to completion.

Requirements

Key Responsibilities:

• Carry out thorough investment research and create customized financial planning strategies.
• Undertake detailed pension research, including the evaluation of current schemes and benefits.
• Investigate and assess pension switching options to achieve the best possible outcomes for clients.
• Prepare precise financial plannin...