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Job Title Paraplanner Experience 2 to 10 yrs CTC Negotiable Job Description a) Preparation of Statement of Advice, Record of Advice and other compliance documents. b) Collaborate with Financial Advisors in preparing professional and compliant financial plans. c) Undertake analytical…
Work Timings : 04:30 PM to 01:30 AMLocation: Chennai, Bangalore and Ahmedabada) Maintaining and updating accounting records across a diverse portfolio of USA based clients.b) Amazing opportunity in US accounting and Federal income tax return / US Direct Federal Tax.c)…
Work Timings : 04:30 PM to 01:30 AMLocation: Chennai, Bangalore and Ahmedabada) Maintaining and updating accounting records across a diverse portfolio of USA based clients.b) Amazing opportunity in US accounting and Federal income tax return / US Direct Federal Tax.c)…
To train our team members and new joiners on accounting function (day to bookkeeping function and finalisation of accounts). * Train employees on accounting softwares (Tally, Quickbooks, Xero and other accounting softwares). * Plan training programs based on accounting function…
· Assist with the preparation of the statements of advice.· Assisting the planners in research and development of advice plans.· Preparation and editing of advice plans.· Review PDS documentation.· Deep understanding of risk and compliance in relation to investments, insurance,…