Paraplanner - Us

**Overview of the Role**

This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.

**Role Dimensions**
- Onboarding new clients and maintain communication with existing clients.
- Prepare financial analyses and financial plans for clients (eMoney and Holistiplan)
- Assisting in analysis, rebalancing, and review of investment portfolios (Morningstar and TRX)
- Conduct need-analysis pertaining to insurance, mortgage, investments, and taxes.
- Providing support for processing client service needs using Fidelity Wealthscape software.
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
- Prepare meeting agendas and reports for client presentation and meetings.
- Maintain client records in the CRM (Redtail).

**Requirements**:
**Skill Set**
- MBA (Finance), CFP (Pursuing) or CFA (Pursuing).
- Well versed with investment and insurance concepts.
- Proficient in MS Office suite, eMoney, Redtail and Wealthscape
- Excellent Communication skills (Oral and written)
- Ability to work independently.
- 3-5 years of work experience in financial sector (Insurance, banking and mutual fund)

**Job Types**: Full-time, Regular / Permanent

Pay: ₹300,000.00 - ₹400,000.00 per year

Schedule:

- Day shift
- Flexible shift

Ability to commute/relocate:

- Hyderabad, Telangana: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work (preferred)

Work Location: One location