UK Paraplanner

Financial Planner UK

Shift timing 10am to 7pm or 11am to 8pm or 12am to 9pm

Location Mohali / Bangalore / Vizag / Ahmedabad

Role dimensions

• Understanding the product. Preparation and checking of customized financial plans monitoring and updating the plans.
  
• Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
  
• Coordinating with all providers of financial products for availability of product then compare analyze and finalizing products.
  
• Accompanying advisory team for meetings and review.
  

Knowledge & Skills

• Indepth knowledge of all products (Insurance health life mutual funds bonds PPF etc.
  
• Excellent communication skills
  
• Good working knowledge of Microsoft office Excel word and PowerPoint.
  
• Ability to foster and cultivate relationships with existing and prospective customers.
  
• Ability to work with a team.
  

Primary Responsibility

• Receiving the task from the Advisers
  
• Capturing the task request into the Smartsheet
  
• Understanding the End users and Advisers requirement (Needs and expectations vs. Advice)
  
• Review of End users details to determine missing information
  
• Data Collection Determining & collection of additional information (super & insurance research activity)
  
• Contacting the adviser for clarification / additional information
  
• Data entry
  
• Report Generation & editing
  
• Managing team
  
• Review of report for Quality check
  
• Team Management
  
• Management reporting
  
• Maintain client communication
  
• Get client feedback
  
• Finalization of Financial reports for End users
  
• Schedule training programs
  
• Conduct interviews
  
• Management report generation
  
• Access and utilize client reports
  
• Conduct exit interview
  
• Team approvals attendance asset take home travel allowance.
  
• Authorize to conduct appraisal report.
  
• Access to copy of client agreement.
  

Minimum requirements

• CFP with 2 years minimum experience
  
• OR NISM level 1 and level 2 certification with 3 years of experience.
  

Requirements

Minimum requirements

• CFP with 2 years minimum experience
  
• OR NISM level 1 and level 2 certification with 3 years of experience.
  

Benefits