Paraplanner
NoidaEclipse Financial Management
...equivalentIdentifying errors, inconsistencies, or missing information and proactively flagging them to advisersSupporting ongoing client reviews by updating financial data, refreshing projections, and preparing review packsAssisting with post-advice implementation paperwork where requiredManaging multiple advice files while [...]
Category Banking, Insurance, Finance & Accountancy
30+ days ago in Internshala