Paraplanner & Financial Analysis Associate

Jobskey Consultancy; Hyderabad City Taluka; On-site; PKR 600,000 - 900,000; Full time

Job summary

Jobskey Consultancy is seeking a paraplanner/financial planner to support Financial Advisors by analyzing client situations and creating deliverables. The role involves discussing with advisers and providers to identify gaps and recommend solutions, requiring strong communication and problem-solving skills.

Ideal candidates will analyze financial data, relate insights to business trends, and communicate findings to leadership.

Qualifications

• Strong communication and problem-solving abilities.
• Analytical mindset with ability to interpret financial data.
• MBA or related finance degree required or equivalent experience.

Responsibilities

• Provide support to Financial Advisors for data collection and financial plans.
• Liaise with product providers and other third parties to gather information.
• Ensure compliance with regulatory standards and client requirements.
• Assist Advisors with client presentations and deliverables.
• Maintain records of annual client reviews and outcomes.

Skills

Communication skills

Problem-solving mindset

Analytical mindset

Education

MBA specializing in Finance

Bachelor's degree in accounting, Economics, or Finance

Tools

MS Office

Job description

Jobskey Consultancy is seeking a paraplanner/financial planner to support Financial Advisors by analyzing client situations and creating deliverables. The role involves discussing with advisers and providers to identify gaps and recommend solutions, requiring strong communication and problem-solving skills.

Ideal candidates will analyze financial data, relate insights to business trends, and communicate findings to leadership.