Senior Paraplanner Jobs at Engage Financial Solutions in Colombo, Western Province

Published 10 months ago

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Engage Financial Solutions company opens jobs for Senior Paraplanner positions in the Western Province region. The type of work we provide is Full-time.

The criteria for the employees we need are having common and adaptable (for details, you can ask the company) skills with beginners or seniors experience, as well as employees who are honest, disciplined and responsible.

The estimated salary offered by this company is quite competitive around රු. 13,000 - රු. 39,000 (per month). However, the salary can go up or down depending on the company that decides it.

The Headhunters company itself is engaged in sejenis, of course if you are interested in applying for this company, you can register immediately.

Job Information

Company:Engage Financial Solutions
Position:Senior Paraplanner
Region:Western Province, Colombo - Western Province
Employment Type:Full-time

Job Description

Job description

Engage Financial Solutions is an Australian-based, multi-sourcing financial services provider specializing in paraplanning and administration services for our clients in Australia, the United Kingdom, and Switzerland.

Responsibilities

  • Preparation of advice documents for financial advisers, in line with all compliance requirements (ensuring best interest duty obligations and procedures are met).
  • Conducting product research (investment and insurance) and financial modeling.
  • Providing advisers with insight into strategy alternatives (strategy consulting).
  • Liaising with financial advisers and ensuring that the service provided meets their requirements and regulatory requirements.
  • Monitoring and maintaining current technical reference materials, including adviser guides, investment research, and in-house calculators used by designated financial practices.
  • Participating in peer review of advice to ensure compliance and best practices across the company.
  • Performing any ad hoc assignments as required.
  • Safeguarding the confidentiality of all information pertaining to the company and obtained externally or internally during the course of employment, refraining from divulging it to any third party.
  • Maintaining a harmonious industrial relationship within the organization.

Qualifications

  • Degree in Finance or a related field from a recognized university.
  • Minimum 2 years of experience in paraplanning.
  • Good command of the English language, both written and spoken.
  • Attention to detail and ability to work with minimal supervision while maintaining a high level of personal integrity.

Benefit

  • Bonus for overtime
  • Gain experience
  • Comfortable work environment

Job Application Information

The information we provide above may be updated suddenly, please keep looking for complete information via the "Apply Now" button or on the official website of the company Engage Financial Solutions, so as not to find unwanted events ^_^.

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Company Information

Engage Financial Solutions

Industry:

[Engage Financial Solutions Company Profile]

Engage Financial Solutions is a leading financial services firm dedicated to empowering individuals and businesses with innovative financial solutions. With our extensive expertise and commitment to delivering exceptional services, we strive to help our clients achieve their financial goals effortlessly.

At Engage Financial Solutions, we understand that every individual and organization has unique financial needs. That’s why we offer a comprehensive range of services tailored to meet our clients’ specific requirements. Whether you’re seeking expert advice on wealth management, retirement planning, insurance solutions, or investment strategies, our team of seasoned professionals is here to assist you every step of the way.

Our holistic approach to financial services ensures that we provide insightful and personalized solutions that are aligned with our clients’ short-term and long-term objectives. We believe in fostering long-lasting relationships built on trust and transparency, which is why we take the time to understand our clients’ financial aspirations, risk tolerance, and future aspirations. By doing so, we can develop customized strategies that maximize financial potential while minimizing risk.

What sets us apart is our unwavering commitment to delivering exceptional client experiences. Our team of dedicated financial advisors and experts possess in-depth knowledge of the industry, keeping them at the forefront of market trends and financial innovations. Their expertise, combined with advanced technology platforms, enables us to deliver efficient financial solutions that are tailored to our clients’ unique circumstances.

We firmly believe in the power of education and aim to empower our clients by providing them with valuable financial insights and resources. Through our educational initiatives, seminars, and workshops, we equip individuals and businesses with the knowledge and tools needed to make informed financial decisions that can transform their futures.

At Engage Financial Solutions, we are committed to upholding the highest standards of integrity, professionalism, and customer satisfaction. Our success is measured by the achievements of our clients, and we take pride in their financial accomplishments.

We invite you to get in touch with our team of experts and explore how Engage Financial Solutions can partner with you to unlock your financial potential. Together, we can chart a path towards a prosperous and secure financial future.

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