Senior Financial Planning Specialist

2 weeks ago


Gandhinagar, Gujarat, India Befree - Finance and Accounting Business Process Outsourcing Full time
Job Overview

We are seeking a highly motivated and experienced senior financial planning specialist to join our growing team in Gandhinagar. The ideal candidate will have a solid understanding of financial planning and compliance regulations, 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 clients based in the US.
  • Conduct research and analyze client portfolios, including risk profiling, investment strategy, and cash flow analysis.
  • Prepare detailed financial plans and other related documents.
  • Ensure compliance with US regulatory requirements 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 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.

Salary Estimate: ₹50,000 - ₹80,000 per month (depending on experience).

Location: Gandhinagar (Gift City)

Shift Timings: 5:30 PM – 2:30 AM

Work Days: Monday to Friday



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