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Financial Planner/paraplanner

4 weeks ago

Domalguda Hyderabad Telangana, India Prosporaisers Financial Services Full time

Overview of the Role

This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.

Role details : Paraplanners provide support to financial advisers and their clients by compiling research, compliance checking, writing suitability reports and answering technical queries.

A paraplanner will work closely with Financial Advisors and help them in analysing client situations and create various deliverables for clients. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. We are looking for someone with strong communication skills and a problem-solving mindset.

Role Dimensions
- Providing support to Financial Advisors for collecting data from clients, creating financial plans, implementing recommendations, preparing investment plans, analyzing variousscenarios and preparing other deliverables for clients
- Liaising with product providers and other relevant third parties
- Ensuring that all regulatory and compliance standards are met
- Ensuring that all client requirements are followed through to the appropriate conclusion
- Managing, recording and monitoring Client annual reviews on behalf of the Financial Advisors
- Assisting the Financial Advisors 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 Role Dimensions.

**Requirements**:
Skill Set
- MBA (Finance), CFP (Pursuing) or CFA (Pursuing).
- Well versed with investment and insurance concepts.
- Proficient in MS Office suite
- Excellent Communication skills (Oral and written)
- Ability to work independently.

Pay: ₹200,000.00 - ₹300,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Domalguda, Hyderabad: Reliably commute or planning to relocate before starting work (required)

Work Location: In person