Outsource Paraplanning to the Philippines
A Paraplanner is a professional who supports financial planners and advisers in preparing financial plans and investment recommendations for clients. They assist with research and analysis, prepare reports, and ensure compliance with regulatory requirements. Here’s a sample job description for a Paraplanner:
Outsourced Paraplanners will be responsible for supporting our financial planners and advisers in preparing financial plans and investment recommendations for clients. They gather and analyze client information and prepare compliant financial planning reports and investment strategies and recommendations for clients.
They regularly communicate with clients such as financial planners and advisers to answer questions and provide support in client meetings and presentations as needed.
Outsource Financial services to Connext Global Solutions today.
