Us Paraplanner

**Job Information**:
Industry
- Financial Services

Current Openings
- 1

Job Type
- Full time

Date Opened
- 03/05/2025

Salary
- 350000 to 425000

City
- Bangalore North

State/Province
- Karnataka

Country
- India

Zip/Postal Code
- 560097

**Shift - 1:00 Pm to 10:00 Pm**

**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**
- **
Preparing financial analyses and financial plans for HNI/UHNI clients.***:

- **Assisting in analysis, re-balancing, and review of investment portfolios.***:

- **Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s).***:

- **Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.***:

- **Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)***:

- **Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.***:

- **Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.**

**Requirements**:
**Skill Set**
- **
MBA (Finance), CFP (Pursuing/completed) or CFA (Pursuing), NSE Certifications.***:

- **Well versed with investment, planning and insurance concepts.***:

- **Proficient in MS Office suite.***:

- **Excellent Communication skills (Oral and Written)***:

- **0.6-2 years of work experience in financial sector (Insurance, BFSI, Mutual fund)**

**Requirements**:
**Role Dimensions**
- **
Preparing financial analyses and financial plans for HNI/UHNI clients.**
- ** Assisting in analysis, re-balancing, and review of investment portfolios.**
- ** Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s).**
- ** Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.**
- ** Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)**
- ** Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.**
- ** Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.**

**Requirements**:
**Skill Set**
- **
MBA (Finance), CFP (Pursuing/completed) or CFA (Pursuing), NSE Certifications.**
- ** Well versed with investment, planning and insurance concepts.**
- ** Proficient in MS Office suite.**
- ** Excellent Communication skills (Oral and Written)**
- ** 0.6-2 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.