Senior Financial Planning Analyst

5 days ago

Gurgaon, India Befree - Finance and Accounting Business Process Outsourcing Full time
Job Title: Senior Financial Planning Analyst / Financial Planning Analyst / Paraplanner (US)
Experience Required: 1-8 Years
Location: Gurugram, Haryana
Shift Timings: 5:30 PM – 2:30 AM (U.S. Shift)
Work Days: Monday to Friday
Job Summary
We are seeking an experienced and detail-oriented Senior Financial Planning Analyst / Financial Planning Analyst / Paraplanner to join our dynamic team. The ideal candidate will possess 1-8 years of relevant experience, a thorough understanding of US financial planning standards, and proficiency in utilizing financial planning software such as MoneyGuide Pro, Naviplan, Emoney etc. This role requires strong analytical skills, a commitment to compliance, and the ability to support US financial advisors in delivering comprehensive financial solutions to clients.
Key Responsibilities
Financial Planning Support: Assist financial advisors in creating and delivering financial planning solutions tailored to US clients which includes software data inputs, strategy calls with financial advisors and preparing comprehensive financial plans.
Operations Support Solutions: Assist financial advisors with end to end back office activities which includes money movements, preparing meeting presentation, in meeting support preparing sales illustrations, MorningStar Reports, preparation of Forms etc.
Portfolio Analysis: Conduct in-depth research and analysis of client portfolios, including risk profiling, investment strategies, and cash flow analysis.
Documentation: Prepare financial plans, reports, and other client-related documents with a high degree of accuracy.
Regulatory Compliance: Ensure all activities comply with US financial regulations and maintain current knowledge of financial products and strategies.
Client Interaction: Provide administrative support, address client queries, and assist in maintaining seamless client relationships.
Implementation Support: Facilitate the execution of financial recommendations, including retirement planning, estate planning, investment strategies, and insurance solutions.
Collaboration: Work closely with financial advisors to deliver a seamless and exceptional client experience.
Qualifications & Skills
Experience: 1-8 years in a paraplanning or financial planning role in the US financial planning domain.
Technical Knowledge: Strong understanding of US financial planning standards, investment products, and regulatory requirements.
Software Expertise: Proficiency in financial planning tools such as Naviplan, MoneyGuidePro, RightCapital, or eMoney is essential.
Analytical Skills: Excellent analytical and research capabilities to support complex financial planning processes.
Detail-Oriented: Strong attention to detail and the ability to meet tight deadlines.
Communication Skills: Exceptional verbal and written communication skills with a client-centric approach.
Teamwork: Strong interpersonal skills to collaborate effectively with financial advisors and team members.
Why Join Us?
Work in a fast-paced environment with opportunities for professional growth, development, and learning.
Gain exposure to international travel opportunities as part of the operations team, meeting clients face-to-face to build strong relationships and understand their needs better.
Participate in US industry conferences and events, enhancing your professional network and staying updated on the latest trends.
Collaborate directly with the leadership team, gaining invaluable insights and mentorship for your professional journey.
Be part of the fast growing team that values innovation and new ideas.
Competitive compensation and benefits aligned with industry standards.
Ready to take your career to the next level? If you’re eager to showcase your expertise and make a real impact, this is your chance to shine. Join our dynamic team and play a pivotal role in shaping the future while unlocking your full potential

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