Financial Paraplanner - Nashik, India - MTS

    MTS Nashik, India

    Found in: Talent IN C2 - 1 week ago

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    Full time

    We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

    Our vision is to be the go-to outsourcing partner, embodying optimism, transparency, commitment, and integrity in all we do. Join us in shaping India's role as a leading Knowledge Process Outsource (KPO) destination while fostering growth for our team, partners, and community.

    The Role

    Your responsibilities will include:

    • Collaborate with advisers to receive task assignments and understand project requirements.
    • Accurately document task requests in the Smart Sheet for seamless task tracking.
    • Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
    • Review End Users' details to identify any missing information and initiate corrective actions
    • Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
    • Liaise with Advisers to seek clarifications or obtain additional information as needed.
    1. Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights

    Ideal Profile

    • Graduate/Postgraduate in finance or a relevant degree.
    • Freshers/experienced candidates are welcome to apply.
    • Strong background in financial planning, investment, and insurance.
    • Exceptional command over the English language
    • Profound understanding of the financial planning process.
    • Meticulous attention to detail.
    • Excellent report-writing skills.
    • Ability to work independently, manage multiple tasks, and meet deadlines

    What's on Offer?

    • A role that offers a breadth of learning opportunities