Paraplanner

Key Responsibilities:

We are seeking a detail-oriented and motivated professional to join our team as a Paraplanner. In this role, you will prepare comprehensive financial plans and provide tailored recommendations for clients, ensuring their financial goals are met. You will actively participate in investment research and collaborate with the Investment Committee Team. Responsibilities include preparing reports, proposals, and financial illustrations for client meetings, maintaining client records, CRM databases, and compliance files, and working closely with team members, custodians, and insurance companies. You will deliver exceptional client service while efficiently managing multiple projects.

What We're Looking For:

The ideal candidate will have a minimum of three years of experience in a Paraplanner or similar financial planning role and hold a Bachelor's degree, preferably in Finance or Financial Planning. You should be proficient in Microsoft Office Suite and Adobe Acrobat. We are looking for someone highly organized, detail-oriented, and process-driven, with strong written and verbal communication skills. Professionalism, dependability, and a collaborative mindset are essential. Training will be provided to ensure your success in the role.

Job Type: Full-time

Pay: ₹480, ₹720,000.00 per year

Work Location: In person