Financial Planning Analyst — Paraplanner Support
PARIS, 75
il y a 1 jour
Kestra Technologies in Paris seeks a Para Planner to aid the financial advisory team in preparing comprehensive financial plans and assisting with client management. Ideal candidates will have a Bachelor's degree and 2-4 years of relevant experience.
You will conduct detailed research on financial products and strategies, support client relationships, and prepare meeting materials. Strong analytical skills and financial software knowledge are essential. A CFP designation or progress towards certification is preferred.
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Entreprise
Kestra Technologies
Plateforme de publication
WHATJOBS
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