Paraplanner

2 weeks ago

Mahatma Gandhi Road Bengaluru Karnataka, India Kloud Connect Tech Full time

**Job description**

**Role & responsibilities**:

- Conduct in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities.
- Conduct research related to investment products, insurance policies, and other financial instruments. This involves gathering information, analysing product features, and preparing reports for financial planners to review.
- Collaborate with financial planners to develop customized financial plans for clients. This includes preparing and maintaining financial models, projections, and scenarios to illustrate potential outcomes and recommendations.
- Develop customized financial plans for clients. This includes preparing SOAS, ROAS, maintaining financial models, projections, and scenarios to illustrate potential outcomes and recommendations.
- Interact with clients to gather necessary information, clarify goals, and provide support when required. Also required to assist with scheduling client meetings, preparing meeting agendas, and documenting client interactions.
- Utilizing financial planning software, tools, and systems to streamline processes and improve efficiency.
- Ensure client data is accurately recorded in all business system according to agreed processes (CRM Management).
- Transcribe voice recorded file notes.
- Accurate and timely preparation of various reports.
- Prepare client communication.
- Liaise with financial institutions (i.e. banks, fund managers or insurance providers etc.)
- Provide back-office administration and support.

**Salary**: ₹250,000.00 - ₹550,000.00 per year

Schedule:

- Morning shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 8317027693

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