Financial Paraplanner

An administrative support will work closely with our clients and help them in various activities required by them for running their business smoothly.

**Role Dimensions**
- Schedule client appointments, manage statements and prepare agendas, forms, and other deliverables for appointments etc.
- Preparation of Agreements and other documents
- Preparing Annual Review reports and Policy schedules.
- Updating client software’s with all required information and maintaining it up to date.
- Calling product providers and collecting required data for advisors
- Completing Research and preparing comparisons reports of various product providers using financial planning software and tools.
- Responding to clients regarding their queries
- Prepare correspondence and paperwork for advisors.
- Preparing and maintaining documents and client files in accordance with client requirements
- Manage firm website, CRM, custodian statements, social media sites etc.
- Perform other allowable duties as assigned by the advisors and paraplanners.
- Assisting the clients with client presentations and any other activities as agreed
- The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.

**Requirements**:

- B. Com/B.Sc./MBA.
- 2-3 Years of experience in Financial Services. Knowledge in AU market is added advantage.
- Good Communication and presentation skills.

**Knowledge & Skills**
- Ability to deal with ambiguity.
- Customer centric approach and ensure that customers are serviced well.
- Detail-oriented with ability to prioritize and organize workflow.
- Self-starter and able to work independently.
- Flexible and willing to perform other tasks as assigned.
- Superior interpersonal, organizational and client service skills
- Ability to work in a fast-paced, high-intensity work environment.

**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**:

- 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

Pay: Up to ₹350,000.00 per year

**Benefits**:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund
- Work from home

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)
- Financial planning: 1 year (preferred)

**Location**:

- Vishakhapatnam, Andhra Pradesh (preferred)

Work Location: In person