UK Paraplanner

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)​
  

BenefitsPerks 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.

Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. – Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.

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