Paraplanner

4 hours 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.

Pay: ₹250,000.00 - ₹550,000.00 per year

Schedule:

- Morning shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

  • Paraplanner

    1 week ago

    Ashoknagar, Bengaluru, Karnataka, India Solutions Centric Global Pvt Ltd Full time

    We're Hiring! Senior Paraplanner & Team Lead - Paraplanning Join our growing team and play a key role in delivering high-quality financial planning support. Location: Bangalore Experience: 2+ years in paraplanning Key skills**:Leadership in a paraplanning environment** Advanced financial planning knowledge **Excellent technical oversight & process...

  • Paraplanner

    1 week ago

    Ahmedabad, Bengaluru, Chennai, India Befree Business Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesThe Paraplanners role may be broken down into four key parts:A. Preparing and maintaining the client files software entriesB. Understanding and analyzing the recommendations to confirm that the compliance requirements are metC. Implementing recommendationsD. Review external networks.A. Preparing and maintaining the client...

  • Australian Paraplanner

    2 weeks ago

    Bengaluru, Chennai, Noida, India MITS Solution Private Limited Full time

    Job Description Job description Role & responsibilities Role Overview: The Junior Paraplanner plays a crucial supporting role in the financial planning process, working closely with senior paraplanners and financial advisors to ensure the delivery of high-quality financial advice to clients. Key Responsibilities: Research and Analysis: CondResearchancial...

  • Financial Paraplanner

    2 days ago

    Bengaluru, Karnataka, India Valenta - Hiring for client Full time

    **Financial Planner - UK** Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm Location - Bangalore **Role dimensions** - Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans. - Coordinating with Paraplanners on scenario analysis and case studies specific to client needs. - Coordinating...

  • UK Paraplanner

    1 week ago

    Bengaluru, Karnataka, India Valenta AI Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Financial Planner - UKShift timing - 10am to 7pm or 11am to 8pm or 12am to 9pmLocation - Mohali / Bangalore / Vizag /DelhiRole dimensionsUnderstanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans. Coordinating with Paraplanners on scenario analysis and case studies specific to client needs....

  • UK Paraplanner

    7 days ago

    Bengaluru, India Valenta AI Full time

    Job Description Financial Planner - UK Shift timing - 10am to 7pm or 11am to 8pm or 12am to 9pm Location - Mohali / Bangalore / Vizag /Delhi   Role dimensions Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans. Coordinating with Paraplanners on scenario analysis and case studies...

  • Senior AU Paraplanner

    1 week ago

    Bengaluru, Karnataka, India Valenta AI Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    Shift: 7.30 am to 4.30pmRole Dimensions Understanding concepts of financial planning. Understanding various super, pension, investment and insurance related laws and terminologies. Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients. Preparation...

  • Senior AU Paraplanner

    1 week ago

    Bengaluru, Karnataka, India VALENTA Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job InformationIndustryFinancial ServicesCurrent Openings1Job TypeFull timeDate Opened09/29/2025SalaryINR 3,00,000 P.A onwardsCityBangalore NorthState/ProvinceKarnatakaCountryIndiaZip/Postal Code560097Job DescriptionShift: 7.30 am to 4.30pm Role DimensionsUnderstanding concepts of financial planning.Understanding various super, pension, investment and...

  • Senior AU Paraplanner

    7 days ago

    Bengaluru, India Valenta AI Full time

    Job Description Shift: 7 .30 am to 4.30pm Role Dimensions Understanding concepts of financial planning. Understanding various super, pension, investment and insurance related laws and terminologies. Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the...

  • Senior AU Paraplanner/Admin

    1 week ago

    Bengaluru, Karnataka, India VALENTA Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job InformationIndustryFinancial ServicesCurrent Openings1Job TypeFull timeWork Experience3-4 yearsDate Opened09/18/2025SalaryINR 5,00,000 p.aCityBangalore NorthState/ProvinceKarnatakaCountryIndiaZip/Postal Code560097Job DescriptionShift: 7.30 am to 4.30pm Role DimensionsUnderstanding concepts of financial planning.Understanding various super, pension,...