Au Paraplanning

AU Paraplanning

FULL TIME | VALENTA AI | INDIA

**Job Information**:
Current Openings

3

Work Experience

1-3 years

Industry

Financial Services

Salary

As per market Norms

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. The role also involves identifying any strategy and product information and issues. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations.

**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 need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
- Conduct in-depth 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/Postgraduate in finance or relevant degree.
- Minimum 1-year 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 multitask.**Knowledge & Skills**:

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