Uk Paraplanner

**Job Information**:
Industry
- Financial Services

Current Openings
- 1

Job Type
- Full time

Date Opened
- 08/25/2025

Salary
- 300000 to 360000

City
- Bangalore North

State/Province
- Karnataka

Country
- India

Zip/Postal Code
- 560097

**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 specific to client needs.
- Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
- Accompanying advisory team for meetings and review.

Knowledge & Skills
- In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc.)
- Excellent communication skills
- Good working knowledge of Microsoft office - Excel, word and PowerPoint.
- Ability to foster and cultivate relationships with existing and prospective customers.
- Ability to work with a team.

Primary Responsibility
- Receiving the task from the Advisers
- Capturing the task request into the Smartsheet
- Understanding the End users and Advisers requirement (Needs and expectations vs. Advice)
- Review of End users’ details to determine missing information
- Data Collection - Determining & collection of additional information (super & insurance research activity)
- Contacting the adviser for clarification / additional information
- Data entry
- Report Generation & editing
- Managing team
- Review of report for Quality check
- Team Management
- Management reporting
- Maintain client communication
- Get client feedback
- Finalization of Financial reports for End users
- Schedule training programs
- Conduct interviews
- Management report generation
- Access and utilize client reports
- Conduct exit interview
- Team approvals - attendance, asset take home, travel allowance.
- Authorize to conduct appraisal report.
- Access to copy of client agreement.

**Requirements**:
Minimum requirements
- MBA (Finance), CFP (Pursuing) or CFA (Pursuing), NSE Certifications.
- Well versed with investment and insurance concepts.
- Proficient in MS Office suite.
- Excellent Communication skills (Oral and Written)
1-3 years of work experience in financial sector (Insurance, BFSI, Mutual fund)

**Benefits**:

- Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:

- Professional Certifications offered based on interest and career progression.
- Team Building Activities.
- 6 Month’s Paid Maternity Leave.
- Professional Development Training programs offered as part of Career Growth.
- Great Rewards and Recognition for star performers.
- Be part of a Centre of Excellence like no other.
- International Travel Opportunities - Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.
- Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).
- Join a World Class Organization that puts employees first.