Paraplanner - 12 months fixed term contract
Barclays · mumbai, India
financial planningcompliancestakeholder managementreport writingclient relationsproblem solvingcoachingtechnical expertiseboth
Job Description
Join the Wealth Planning team as a Paraplanner, providing technical expertise and managing complex queries. You'll prepare suitability reports, produce meeting packs, and maintain client records. This role requires strong relationship-building skills and the ability to support new joiners while ensuring compliance and accuracy in financial planning.
Qualifications
CII Level 4 Diploma in Regulated Financial Planning or working towards it; previous experience in financial planning or related field.
Skills Required
- financial planning
- compliance
- stakeholder management
- report writing
- client relations
- problem solving
- coaching
- technical expertise
Location
City: mumbai · Country: India