Experienced Financial Planning Professional Wanted

1 day ago


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

We are seeking a highly motivated and experienced financial planning professional with 2-5 years of experience to join our growing team at Befree - Finance and Accounting Business Process Outsourcing. 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 senior financial planners in creating comprehensive financial plans for US clients by conducting research, analyzing client portfolios, and preparing financial plans and reports.
  • Evaluate and refine investment strategies, risk profiles, and cash flow analysis for clients.
  • Ensure compliance with US regulatory requirements and maintain up-to-date knowledge of financial products and strategies.
  • Utilize advanced 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 in a professional and timely manner.
  • Support the implementation of financial recommendations, including retirement plans, estate planning, investment strategies, insurance, and other related services.
  • Collaborate with senior financial advisors to ensure a seamless client experience and high-quality service delivery.
Required Skills & Qualifications:
  • 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 advanced financial planning software like eMoney, MoneyGuidePro, RightCapital, or Naviplan is essential.
  • Excellent analytical and research skills with attention to detail and ability to work under tight deadlines.
  • Proficiency in financial planning tools and software with strong communication and interpersonal skills.
About This Opportunity:

This is an excellent opportunity to join a dynamic team and contribute to the growth and success of Befree - Finance and Accounting Business Process Outsourcing. As a valued member of our team, you will have the chance to develop your skills and expertise while working with a talented group of professionals.

Compensation & Benefits:

The salary for this position is ₹1,200,000 per annum, reflecting the importance of this role in delivering high-quality services to our clients. Additionally, you will enjoy a range of benefits, including opportunities for professional development, a supportive work environment, and a competitive compensation package.



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