Current jobs related to Paraplanner - Uk - Bengaluru - Valenta BPO

Paraplanner - UK

FULL TIME | VALENTA AI | INDIA

**Job Information**:
Current Openings

1

Work Experience

0-1 year

Industry

Financial Services

Salary

250000-400000

City

Anywhere In India

State/Province

Karnataka

Zip/Postal Code

560097

Overview of the Role

This role involves preparing of financial plans and reports for financial advisors by including the strategic advice provided. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations or advice.

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, analyse and finalising products.
- Accompanying advisory team for meetings and review.

**Requirements**:
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

Minimum requirements
- CFP with 2 years minimum experience

OR NISM level 1 and level 2 certification with 3 years of experience.**Benefits**:

- Joining bonus, based on role
- Yearly performance-based bonus
- Opportunity to liaise with Valentas global service delivery centres across north America, and Europe and Australia
- Freedom of internal mobility between offices across India
- Opportunities of inter-department mobility as per business requirements
- International travel opportunities directly meet with global clients, provide on-site solutions, and represent the company at various industry events and conferences
- Global career path upon successful completion of 12 months with the organization, offer to relocate to our global centre in Canada based on role and employee performance
- Work directly on day-to-day basis with international clients and gain immense exposure and knowledge expansion in your field of interest
- Twenty-six weeks paid maternity leave
- Five days paid paternity leave
- Thirty paid leaves in the calendar year for sick and annual leaves
- Five-day workweek
- Reliable medical insurance cover
- Professional certifications offered based on interest and career progression
- Great rewards and recognition for star performers
- Professional development training programs offered as part of career growth
- Team building activities for a positive work environment
- Liberty to express suggestions, ideas, and work-related-process improvements methods. We value the inputs of our employees.
- Be part of a committee of your choice (ISO, sustainability, CSR, training and development, health and wellness, reward and recognition, entertainment and much more)
- A world class organization that puts its employees first
- Health insurance