Financial Advisor

Overview

Alpha Metrics Outsourcing Services is looking for a meticulous and analytical Paraplanner to join the Financial Planning and Wealth Management department. This role supports financial advisors by preparing detailed financial plans, conducting research and analysis, ensuring compliance, and assisting with client services.

Key Responsibilities

• Provide assistance to financial advisors in developing thorough financial plans tailored to client needs.
• Conduct comprehensive research and perform financial analyses to support advisor recommendations.
• Prepare and document compliance-related materials accurately.
• Handle multiple assignments efficiently within a dynamic, fast-paced setting.
• Contribute to client servicing activities ensuring high standards and timely responses.

Qualifications and Skills

• Strong organizational and multitasking abilities to handle various responsibilities simultaneously.
• Demonstrated knowledge of financial concepts and planning processes.
• Keen attention to detail to maintain accuracy in all deliverables.

Compensation

The position offers a monthly salary ranging from 20000 to 30000 INR.