Gujarat Paraplanner Jobs – 1 Open Jobs Today

Australian Paraplanner
NCS Global —Ahmedabad, Gujarat
- Full-time
- Finance
- Master's degree
- Analysis skills

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Australian Paraplanner
NCS Global —Ahmedabad, Gujarat
Analyze client financial data to develop customized financial solutions. Provide technical support during client meetings and offer expert financial insights.

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Australian Paraplanner

NCS Global -
Ahmedabad, Gujarat

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Job details

Full-time

Qualifications

Xero
Finance
Master's degree
Analysis skills
QuickBooks
MBA

Full job description

Job Description:
NCS Global is seeking a skilled Paraplanner to join our team, supporting Australian financial planners by preparing detailed financial plans, conducting in-depth research, and ensuring strict compliance with Australian financial regulations. This role is crucial in helping clients achieve their financial goals through precise and comprehensive financial advice and support.

Key Responsibilities:

Prepare detailed and compliant financial plans tailored to clients’ needs.
Conduct thorough research on investment options, insurance products, and financial strategies.
Analyze client financial data to develop customized financial solutions.
Ensure all financial plans meet Australian regulatory standards.
Maintain accurate and up-to-date records and documentation.
Provide technical support during client meetings and offer expert financial insights.

Qualifications:

MBA in Finance or a related field.
Strong analytical, research, and problem-solving abilities.
Exceptional attention to detail and organizational skills.
Proficiency in financial planning software and tools (e.g., Xero, QuickBooks, etc.).
Knowledge of Australian financial regulations and compliance standards is preferred.

Join NCS Global to enhance your financial expertise in a dynamic, growth-focused environment, serving clients in Australia and beyond.

Job Category: Paraplanner

Job Type: Full Time

Job Location: Ahmedabad Mohali

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Australian Paraplanner

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