Financial Paraplanner

2 weeks ago

Bengaluru Karnataka, India Valenta - Hiring for client Full time

**Financial Planner - UK**

Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm

Location - Bangalore

**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, analyze and finalizing products.
- Accompanying advisory team for meetings and review.

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
- Managing team
- Review of report for Quality check
- Team Management
- Management reporting
- Maintain client communication
- Get client feedback
- Finalization of Financial reports for End users
- Schedule training programs
- Conduct interviews
- Management report generation
- Access and utilize client reports
- Conduct exit interview
- Team approvals - attendance, asset take home, travel allowance.
- Authorize to conduct appraisal report.
- Access to copy of client agreement.

Minimum requirements
- CFP with 2 years minimum experience
- OR NISM level 1 and level 2 certification with 3 years of experience.

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**:

- Financial planning: 2 years (required)

License/Certification:

- CFP (required)
- NISM (required)

**Location**:

- Bangalore, Karnataka (required)

Work Location: In person

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