Strategic Financial Planning Expert

3 days ago


Gurgaon, Haryana, India Befree - Finance and Accounting Business Process Outsourcing Full time

**Job Title:** Strategic Financial Planning Expert

We are seeking a highly skilled and detail-oriented Sr. Financial Planning Analyst/Paraplanner to join our dynamic team at Befree - Finance and Accounting Business Process Outsourcing.

About the Role:

We require an experienced professional with 1-8 years of relevant experience in US financial planning standards, investment products, and regulatory requirements.

Key Responsibilities:

  • Financial Planning Support: Assist financial advisors in creating and delivering comprehensive financial solutions tailored to US clients.
  • Operations Support Solutions: Assist financial advisors with end-to-end back-office activities, including money movements, preparing meeting presentations, and supporting sales illustrations.
  • Portfolio Analysis: Conduct in-depth research and analysis of client portfolios, including risk profiling, investment strategies, and cash flow analysis.
  • Documentation: Prepare accurate and detailed financial plans, reports, and other client-related documents.
  • Regulatory Compliance: Ensure all activities comply with US financial regulations and maintain current knowledge of financial products and strategies.
  • Client Interaction: Provide administrative support, address client queries, and assist in maintaining seamless client relationships.
  • Implementation Support: Facilitate the execution of financial recommendations, including retirement planning, estate planning, investment strategies, and insurance solutions.
  • Collaboration: Work closely with financial advisors to deliver exceptional client experiences.

Requirements & Qualifications:

  • Experience: 1-8 years in a paraplanning or financial planning role in the US financial planning domain.
  • Technical Knowledge: Strong understanding of US financial planning standards, investment products, and regulatory requirements.
  • Software Expertise: Proficiency in financial planning tools such as Naviplan, MoneyGuidePro, RightCapital, or eMoney is essential.
  • Analytical Skills: Excellent analytical and research capabilities to support complex financial planning processes.
  • Detail-Oriented: Strong attention to detail and ability to meet tight deadlines.
  • Communication Skills: Exceptional verbal and written communication skills with a client-centric approach.
  • Teamwork: Strong interpersonal skills to collaborate effectively with financial advisors and team members.

Salary Estimate: The estimated annual salary for this position is around $85,000 - $115,000, depending on experience and qualifications.

Benefits: We offer competitive compensation, benefits aligned with industry standards, opportunities for professional growth and development, and international travel opportunities.



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