Financial Planner/paraplanner

13 hours ago

Domalguda Hyderabad Telangana, India Prosporaisers Financial Services Full time

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 details : Paraplanners provide support to financial advisers and their clients by compiling research, compliance checking, writing suitability reports and answering technical queries.

A paraplanner will work closely with Financial Advisors and help them in analysing client situations and create various deliverables for clients. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. We are looking for someone with strong communication skills and a problem-solving mindset.

Role Dimensions
- Providing support to Financial Advisors for collecting data from clients, creating financial plans, implementing recommendations, preparing investment plans, analyzing variousscenarios and preparing other deliverables for clients
- Liaising with product providers and other relevant third parties
- Ensuring that all regulatory and compliance standards are met
- Ensuring that all client requirements are followed through to the appropriate conclusion
- Managing, recording and monitoring Client annual reviews on behalf of the Financial Advisors
- Assisting the Financial Advisors with client presentations and any other activities as agreed
- The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business Role Dimensions.

**Requirements**:
Skill Set
- MBA (Finance), CFP (Pursuing) or CFA (Pursuing).
- Well versed with investment and insurance concepts.
- Proficient in MS Office suite
- Excellent Communication skills (Oral and written)
- Ability to work independently.

Pay: ₹200,000.00 - ₹300,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

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

Work Location: In person

  • Paraplanner - Us

    6 days ago

    Hyderabad, India Prosporaisers Financial Services Full time

    **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...

  • Certified Financial Planner

    4 weeks ago

    Hyderabad, Telangana, India Invest Corners Full time

    Job DescriptionRole Overview:The company is looking for a Certified Financial Planner (Freelancer) who not only has technical expertise in personal finance but can translate that knowledge into simple, engaging content for a wide audience. This role is part finance expert, part content creator, and part educator.Key Responsibilities (What You&aposll Do):1....

  • Certified Financial Planner

    4 weeks ago

    Hyderabad, Telangana, India Invest Corners Full time

    Role Overview:The company is looking for a Certified Financial Planner (Freelancer) who not only has technical expertise in personal finance but can translate that knowledge into simple, engaging content for a wide audience. This role is part finance expert, part content creator, and part educator.Key Responsibilities (What You'll Do):Create Financial...

  • Financial Planner

    6 days ago

    Bengaluru / Bangalore, Hyderabad / Secunderabad, Telangana, Chennai, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    Job OverviewAs a seasoned Financial Planner, you will play a pivotal role in forging and nurturing relationships with High Net Worth (HNI) and Ultra-High Net Worth (UHNI) individuals. Your primary objective will be to devise and implement tailored financial plans that cater to their diverse needs, ensuring they receive expert guidance at every stage.Key...

  • Project Planner

    6 days ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN**Employment type**:Employee**Place of work**:Office**Offshore/Onshore**:OnshoreTechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that values...

  • Project Planner

    13 hours ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN**Employment type**:Employee**Place of work**:Office**Offshore/Onshore**:OnshoreTechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that values...

  • Commodity Planner Iii

    7 days ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Commodity Planner 2

    5 days ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN **Employment type**:Employee **Place of work**:Office **Offshore/Onshore**:Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that...

  • Sbu Support Planner-2

    7 days ago

    Hyderabad, Telangana, India Solenis Full time

    Solenis is a leading global provider of water and hygiene solutions. The company’s product portfolio includes a broad array of water treatment chemistries, process aids, functional additives, cleaners, disinfectants, and state-of-the-art monitoring, control and delivery systems. These technologies are used by customers to improve operational efficiencies,...

  • Material Planner Ii

    7 days ago

    Hyderabad, Telangana, India TechnipFMC Full time

    **Location**:Hyderabad, IN**Employment type**:Employee**Place of work**:Office**Offshore/Onshore**:OnshoreTechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration - and we want you to be part of it. You’ll be joining a culture that values...