AU Paraplanner

Industry

Financial Services

Current Openings

1

Job Type

Full time

Work Experience

0-1 years

Date Opened

09/15/2025

Salary

INR 3,00,000 onwards

City

NA

State/Province

Punjab

Country

India

Zip/Postal Code

160103

• Solid understanding of Financial Markets
• Research and Analyze Investment strategies
• Review client portfolios
• Excellent in reporting and MIS
• Develop Financial Planning Strategies
• Conduct Risk Analysis and Insurance Planning
• Create Retirement Planning Strategies
• Investment Planning
• Tax Planning
• Estate Planning
• Employee Benefits

• Be Passionate about Financial Planning and Wealth Management.
• Have a strong Analytical background.
• Ability to work directly with Client.
• Ability to work with International Teams in a fast-paced environment.
• Track individual progress and provide support to new resources.
• Be a Solid Team Player and a Global Player.
• Must have excellent communication skills (Written & Verbal).
• Adapt to change with ease.
• Treat colleagues and clients with utmost respect.
• Be able to provide value add by going the extra mile.
• Have a never say never attitude.
  Have a Technology first approach.

• Preferred Qualifications – bachelor's degree in commerce (B. Com), Master of Business Administration with Specialization in Finance would be an added advantage.
• Professional Certifications – CFP (Certified Financial Planner), CFA (Certified Financial Analyst), ChFC (Chartered Financial Consultant).
• Experience in Financial Markets would be an added advantage.
  Experience working on Fund Provider Portals, Insurance Carrier Portals, Research Tools such as Morningstar, Risk Profiling Tools such as Finametrica, Cashflow Modelling applications, Financial Planning Software's, CRM systems etc. would be an added advantage.

• Work directly with global clients and gain valuable international exposure
• Flexible working arrangements to support work–life balance
• Opportunities for international travel and relocation
• Continuous professional development and clear career progression paths
• Thriving workplace culture with a strong sense of purpose

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.

Please send in your CV to