Paraplanning Officer

Alpha Metrics Outsourcing Services
Dahisar East, Mumbai Metropolitan Region
₹20,000 - ₹30,000 monthly

Fixed

₹20,000 - ₹30,000

Earning Potential

₹30,000

Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

5 applicants

5 applicants

Benefits include: Annual Bonus

Benefits include: Annual Bonus

Job Description

Job Title: Paraplanner

Department: Financial Planning / Wealth Management

Reports To: Compliance manager

 

Job Summary

We are seeking a detail-oriented and analytical Paraplanner to support financial advisors in delivering comprehensive financial planning solutions to clients. The Paraplanner will assist with research, financial analysis, plan preparation, compliance documentation, and client servicing activities.

This role requires strong organizational skills, financial knowledge, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.

 

Job role

Work location
Work locationAlpha Metrics Outsourcing Services Pvt. Ltd. 609 The PlatinaTanvi Complex, Gaurav Tal Patriwala Industrial Area, Dahisar East, Mumbai, Maharashtra, India Dahisar East, Mumbai Metropolitan Region
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBFSI Project Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationGraduate
Skills
SkillsProblem solving, Financial services, Microsoft tools, Analytical thinking, Investment management, Written communication, Banking processes, Financal management, Insurance management, Investment planning, Wealth Management Services
English level
English levelGood (Intermediate / Advanced) English
Gender
GenderAny gender

About company

Name
NameAlpha Metrics Outsourcing Services
Address
AddressAlpha Metrics Outsourcing Services Pvt. Ltd. 609 The PlatinaTanvi Complex, Gaurav Tal Patriwala Industrial Area, Dahisar East, Mumbai, Maharashtra, India Dahisar East, Mumbai Metropolitan Region
Job posted by Alpha Metrics Outsourcing Services

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You can expect a minimum salary of 20,000 INR and can go up to 30,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mumbai at apna.

No work-related deposit needs to be made during your employment with the company.

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