US Paraplanner
US Paraplanner
Posted on :
09-04-2025
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1 Vacancy
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Job Description
Title Paraplanner US
Shift 1:00 Pm to 10:00 Pm
Overview of the Role
This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.
Role Dimensions
- Preparing financial analyses and financial plans for HNI/UHNI clients.
- Assisting in analysis rebalancing and review of investment portfolios.
- Conducting investment research (Stocks Mutual Funds ETF and Bonds).
- Conduct needanalysis pertaining to insurance mortgages investments and taxes.
- Providing support for processing client service needs (digital paperwork report generation agenda preparation)
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
- Train mentor and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.
Requirements
Skill Set
- MBA (Finance) CFP (Pursuing/completed) or CFA (Pursuing) NSE Certifications.
- Well versed with investment planning and insurance concepts.
- Proficient in MS Office suite.
- Excellent Communication skills (Oral and Written)
- 0.62 years of work experience in financial sector (Insurance BFSI Mutual fund)
Requirements
Role Dimensions
- Preparing financial analyses and financial plans for HNI/UHNI clients.
- Assisting in analysis rebalancing and review of investment portfolios.
- Conducting investment research (Stocks Mutual Funds ETF and Bonds).
- Conduct needanalysis pertaining to insurance mortgages investments and taxes.
- Providing support for processing client service needs (digital paperwork report generation agenda preparation)
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
- Train mentor and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.
Requirements
Skill Set
- MBA (Finance) CFP (Pursuing/completed) or CFA (Pursuing) NSE Certifications.
- Well versed with investment planning and insurance concepts.
- Proficient in MS Office suite.
- Excellent Communication skills (Oral and Written)
- 0.62 years of work experience in financial sector (Insurance BFSI Mutual fund)
Benefits
Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF Group Medical Gratuity etc. the following perks and benefits are also provided:
Professional Certifications offered based on interest and career progression.
Team Building Activities.
6 Months Paid Maternity Leave.
Professional Development Training programs offered as part of Career Growth.
Great Rewards and Recognition for star performers.
Be part of a Centre of Excellence like no other.
International Travel Opportunities Travel opportunities to meet with Clients for OnSite training and represent the Company at various Industry Events and Conferences.
Be part of a Committee of your Choice (ISO Sustainability CSR Training and Development Health and Wellness Reward and Recognition Entertainment and much more).
Join a World Class Organization that puts employees first.
Disclaimer: The requirements listed in this document are the minimum levels of knowledge skills or abilities. The candidate will be required to perform any other jobrelated duties when requested by any person authorized to delegate responsibility (i.e. Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.
Employment Type
Full-Time
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