Paraplanner Au

2 weeks ago

Bengaluru, Karnataka, India Valenta BPO Full time
Paraplanner AU

FULL TIME | VALENTA AI | INDIA

Job Information:

Industry

Financial Services

Salary

City

Bangalore North

State/Province

Karnataka

Zip/Postal Code

560097

Knowledge & Skills

  • CFP an added advantage.
  • Any additional certifications from FPSB, NCFM etc preferred.
  • Leadership.
  • Sound communication skills.
  • Experience using MSword and excel.
  • Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.
Self-motivated and able to take responsibility for own work.
Role Dimensions

  • Understanding concepts of financial planning.
  • Understanding various super, pension, investment and insurance related laws and terminologies.
  • Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
  • Preparation of cash, super, pension and investment projections.
  • Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
  • Collating client data and product information from providers.
  • Documenting of all reports and correspondence.
  • Preparing financial calculations and detailed cashflow projections for different scenarios.
  • Identify and obtain information necessary to complete financial plan.
  • Conduct needanalysis for all financial planning clients including insurance, investments, retirement, tax etc.
  • Conduct indepth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
  • Call Investment, insurance providers to obtain clients investment details.
  • Update and maintain all client data on a software.
Review and analyze statement of advice's prepared by team members.
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
Requirements:
Minimum Requirements

  • Graduate/Post Graduate in finance or relevant degree.
  • Minimum 1year experience within the financial planning/Investment/Insurance.
  • Understanding of the financial planning process.
  • Attention to detail.
  • Good report writing skills.
  • Strong command over English.
Ability to work independently and multi task

Benefits:

**Benefits:

  • *
- Gain exposure by working directly with global clients

  • Flexible working options
  • International relocation & travel opportunities
  • Professional Development & career progression

Experience fantastic culture & sense of purpose**Disclaimer:

  • *

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