UK Paraplanner

Job Description

Financial Planner - UK

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

Location - Mohali / Bangalore / Vizag /Delhi

 

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

• In-depth 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.
  

 

Requirements

Minimum requirements

• MBA (Finance), CFP (Pursuing) or CFA (Pursuing), NSE Certifications.
  
• Well versed with investment and insurance concepts.
  
• Proficient in MS Office suite.
  
• Excellent Communication skills (Oral and Written)
  
• 1-3 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 Month’s 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 On-Site 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 job-related 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.

Requirements
Job Keywords: Financial Planning Assistance Superannuation Wealth Management Strategies Client Needs Analysis Investment Research Australian Financial Services Compliance Risk Management Financial Modeling Statement of Advice Preparation (SOA) Portfolio Management Client Relationship Support Retirement Planning Insurance Planning Tax Efficiency Strategies Financial Product Knowledge Comprehensive Reporting Data Gathering and Analysis Financial Regulations and Legislation Client Financial Profile Development Continuous Professional Development

---