Paraplanner

5 days ago

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

**Job Title**: Paraplanner
**Location**: Bangalore

**Job Type**: [Full-Time/Permanent]

**About the Role**:
We’re seeking a detail-oriented Paraplanner to support our financial advisers by preparing client reports, conducting research, and ensuring regulatory compliance. Ideal for someone analytical, organized, and passionate about financial planning.

**Key Responsibilities**:

- Prepare suitability reports and financial plans
- Research investment, pension, and protection products
- Support advisers with technical analysis and recommendations
- Ensure documentation is compliant and up to date
- Maintain accurate client records and assist in cash flow modeling

**Requirements**:

- Diploma in Financial Planning (Level 4 or equivalent)
- Strong knowledge of financial products and regulations
- Excellent written, analytical, and organizational skills
- Proficiency in financial planning tools and CRM software

**Preferred**:

- Progress toward Chartered status
- Previous paraplanning experience

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

Pay: ₹244,100.49 - ₹1,000,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Leave encashment
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Monday to Friday
- Morning shift

Work Location: In person

**Speak with the employer**
+91 9030855963

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