Befree - Finance and Accounting Business Process Outsourcing | Paraplanner | gandhinagar
2 weeks ago
Job Summary: We are seeking a highly motivated and experienced paraplanner with 2-5 years of experience to join our growing team. The ideal candidate will have a solid understanding of financial planning and compliance regulations in the US, strong analytical skills, and the ability to prepare comprehensive financial plans and reports using industry-standard software.
Key Responsibilities:
- Assist financial planners in creating comprehensive financial plans for US clients.
- Conduct research and analyze client portfolios, including risk profiling, investment strategy, and cash flow analysis.
- Prepare a financial plan and other related documents.
- Ensure compliance with US regulations and maintain up-to-date knowledge of financial products and strategies.
- Utilize financial planning software, including eMoney, MoneyGuidePro, RightCapital, and Naviplan, to prepare and analyze client data.
- Liaise with clients, providing administrative support and responding to client queries.
- Support the implementation of financial recommendations, including retirement plans, Estate planning, investment strategies, insurance, etc.
- Collaborate with financial advisors to ensure a seamless client experience.
Qualifications & Skills:
- 3-5 years of experience as a paraplanner or in a similar role.
- Strong knowledge of US financial planning standards, investment products, and regulatory requirements.
- Experience using financial planning software like eMoney, MoneyGuidePro, RightCapital, or Naviplan is essential.
- Excellent analytical and research skills.
- Proficiency in financial planning tools and software.
- Attention to detail and ability to work under tight deadlines.
- Strong communication and interpersonal skills.
Experience: 2-5 years
Location: Gandhinagar (Gift City)
Shift timings: 5.30 PM – 2.30 AM
Work days: Monday to Friday
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gandhinagar, India Befree - Finance and Accounting Business Process Outsourcing Full timeJob Summary: We are seeking a highly motivated and experienced paraplanner with 2-5 years of experience to join our growing team. The ideal candidate will have a solid understanding of financial planning and compliance regulations in the US, strong analytical skills, and the ability to prepare comprehensive financial plans and reports using...
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gandhinagar, India Befree - Finance and Accounting Business Process Outsourcing Full timeJob Summary: We are seeking a highly motivated and experienced paraplanner with 2-5 years of experience to join our growing team. The ideal candidate will have a solid understanding of financial planning and compliance regulations in the US, strong analytical skills, and the ability to prepare comprehensive financial plans and reports using...
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