Simran Kaur Email & Phone Number

As a Paraplanner at Clear Wealth Planners, I provide essential support to financial advisors and assist in the development of comprehensive financial plans for clients. I conduct financial analysis, market research, report preparation, risk assessment, compliance, and documentation, using various software tools and platforms. I also maintain and nurture client relationships, ensuring their satisfaction and trust.I have a Bachelor of Commerce degree from Maharaja Ganga Singh University, where I gained a solid foundation in business and commerce concepts and regulations. Prior to joining Clear Wealth Planners, I worked as an IELTS trainer for two different educational institutions, where I taught English as a foreign language and helped students achieve their desired scores. This experience sharpened my communication and observation skills, which are vital for my current role as a Paraplanner. Teaching also taught me how to simplify complex ideas and data for clear and effective communication, a skill that I apply when guiding clients through financial decisions. Additionally, it honed my attention to detail and analytical skills, which I use to examine intricate financial information and provide precise and comprehensive financial guidance.

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  Maharaja Ganga Singh University, Bikaner

  Business/Commerce, General