Vacancy for Fresher & Qualified CMA/CA/MBA/MCOM/BCOM at Carisma as Assistant Paraplanners & Sr. Paraplanners

Assistant Paraplanners

We are looking for Assistant Paraplanners to work in the area of portfolio management with 0-1 yr of experience. The incumbent should have good analytical and relationship management skills. He/ She should also be equipped with excellent verbal/non-verbal communication skills. In this role, you will be required to prepare detailed compliance reports, Implement risk management and tax planning strategies, maintain client profile in financial software, regularly communicate with financial advisors and maintain a good relationship with clients.

Qualification: B.com/M.COM/MBA (Finance)/CMA and CA (Inter)

Certified Financial Planner certification will be added advantage

Experience: 0-1 year experience in Portfolio management, depth knowledge in investments

Preferred Skills:

Should have interest in research and analyzing financial concepts.

Should have good analytical skills

Should have excellent verbal and non-verbal communication skills.

Well versed in MS Office.

Should be good team player.

Roles & Responsibilities

Preparation of detailed compliance reports (SOA and ROA).

Implement risk management and tax planning strategies by regular follow-up with banks and service providers.

Maintain Client profile in Financial planning software

Regular communication with Financial Advisors.

Manage good client relationships.

Maintaining fixed register

Sr. Paraplanners

We are looking for Sr. Paraplanners to work in the area of preparation of compliance report for Australian Paraplanning with 1-2 yr of experience. The incumbent should have strong analytical and relationship management skills. He/ She should also be equipped with excellent verbal/non-verbal communication skills. In this role, you will be required to prepare detailed compliance reports, helping adviser to develop new planning strategies, sound knowledge in SMSF concepts , maintain client profile in financial software, regularly communicate with financial advisors and maintain a good relationship with clients.

Qualification:M.COM/MBA (Finance)/CMA and CA (Inter)/DFP

Experience:1-2 years experience in Australian Paraplanning process, Well versed in Xplan & Advisor Logic

Preferred Skills:

Should have interest in research and analyzing financial concepts.

Should have good analytical skills

Should have excellent verbal and non-verbal communication skills.

Sound knowledge in Australian Financial Planning concepts and software.

Well versed in MS Office.

Should be good team player.

Roles & Responsibilities

Preparation of detailed compliance reports (SOA and ROA).

Implement risk management and tax planning strategies by regular follow-up with banks and service providers.

Sound knowledge in SMSF concepts

Maintain Client profile in Financial planning software

Regular communication with Financial Advisors.

Manage good client relationships.

Maintaining fixed register

Application Link: Apply

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