Financial Analyst - Paraplanner Job in VITAE
- Vitae International
- 1 to 5 Yrs
- All India
- 1 year ago
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Job Description
- Qualification: MBA Finance / M.com Experince : 2 years Skills : Financial Planning , Wealth Mangement, Advisory. Obtain valuations from investment / pension providers via online portals or email. Use values to update investment / pension records in Xplan or create / update IPS records. Prepare FP Schedule using template excel Generate a portfolio report from Xplan (based on a clients account group) with all performance information completed and correct. Work In Progress (WIP) time costs report (which shows time costs incurred to date from the point of last review). Input into the WIP/Fees Analysis report. Pull together client information, account valuations and asset allocation for follow up report, adding to template for the client manager to them complete ready to send to the client. Information received from product providers following submission of a letter of authority should be checked and marked up in a pdf to highlight key information. Responsible for rebalancing the clients portfolio post analyzing their capacity for risk and their existing portfolio. - Responsible for periodically rebalancing clients portfolios according to their risk tolerance, to mitigate any risk. - Responsible for providing investment options and additionally review and recommend any alteration in insurance needs (Life -Term & Whole, Universal Life, Income Protection and Long-Term Care). - Cash Flow Analysis, Spending Analysis - Prepare trade confirmation and trade blotter reports - Conduct the Insurance review (Life, Disability, Long Term Care and Property & Casualty). - Developing the forecasting models, what if scenarios for clients Job Types: Full-time, Permanent Benefits: Health insurance Life insurance Provident Fund Schedule: Evening shift Morning shift Rotational shift Performance bonus Yearly bonus Experience: total work: 1 year (Preferred) Work Location: In person Speak with the employer +91 hidden_mobile,
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Not SpecifiedFunctional Area: Not SpecifiedRole/Responsibilies: Financial Analyst - Paraplanner Job in VITAEContact Details:
Company: Vitae InternationalLocation(s): All India+ View Contact
Keyskills: Financial Planning Wealth Management Advisory
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Vitae International
VITAE International Accounting Services Pvt. Ltd., specializes in high end financial services in the fields of taxation, financial accounting compilation / assurance and super funds accounting and administration for overseas Accounting Firms.
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