Pawan Bajaj
Senior Financial Paraplanner @Valenta
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WORK HISTORY
Senior Financial Paraplanner @Valenta
EDUCATION
Maharshi Dayanand University
Bachelor of Business Administration - BBA
CHANDIGARH UNIVERSITY
Master of Business Administration - MBA
ABOUT PAWAN BAJAJ
Dedicated and results-driven professional with expertise in Paraplanning.FINANCIAL PLANNER ANALYST I support financial advisers in preparing portfolio reviews, uses analytical software to review a client’s existing arrangements, Cash flow analysis and holistic client strategy. Do research then pulled together into a detailed suitability report for the Financial Planner to review before it is forwarded to the client.Attributes include: Producing high-quality recommendations for clients understanding goals and objectives, including statements and records of advice. Understanding of the financial planning process.
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