Fund Switch Expert
4 days ago
About the Role
This role requires a skilled Paraplanner with experience in fund switches to join our team. As a Paraplanner, you will work closely with our financial advisors to support them in providing tailored investment advice to clients.
Responsibilities:
- Fund Research: Conduct thorough research and analysis on different investment funds.
- Report Preparation: Prepare detailed reports and recommendations for fund switches.
- Collaboration: Collaborate with financial advisors to develop personalized investment strategies.
- Portfolio Monitoring: Monitor and review clients' investment portfolios.
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