Financial Planning Paraplanner

2 weeks ago

Bengaluru Chennai, India Marquis Management Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Are you looking for a career path where you can grow, thrive, and truly make a difference? Our client is seeking an experienced Paraplanner to join their team.

The ideal candidate will be detail-oriented, conscientious, and dedicated, with strong client service skills. This role requires someone who can take direction yet also work independently, problem-solve, and take ownership of projects. The work environment is steady-paced, collaborative, and enjoyable.

About the Client

Our client is a boutique wealth management firm that has been in business since 2007. They specialize in retirement planning, investment management, and business planning for high-net-worth clients and business owners.

As an independent investment firm, they offer unique investment options, including Alternative Investments, Private Real Estate portfolios, and access to world-class Institutional Managers.

Role & responsibilities

  • Prepare financial plans and recommendations for financial planning clients
  • Participate in the investment research process and be part of the Investment Committee Team
  • Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations.
  • Take thorough notes during new client meetings
  • Use financial planning software to enter client data, create scenarios and reports
  • Complete client assumptions, asset recommendations and plan recommendation documents
  • Maintain effective working relationships with clients by assisting with their requests and account actions to completion
  • Maintain client records, CRM database, and compliance files
  • Request quotes for insurance
  • Interface with team members, custodians, and insurance companies
  • Track weekly results and turn into manager
  • Create and update processes and procedures weekly

Other assignments, as needed

Preferred candidate profile

  • 3 years experience in the paraplanner role
  • Bachelor's degree (Financial Planning or Finance preferred)
  • Proficient in Microsoft Office (Word, Excel, Outlook, Teams) and with Adobe Acrobat
  • Strong attention to detail with the ability to work independently while embracing team collaboration
  • Highly organized
  • Displays exemplary professional communication skills, verbal and written
  • Must be professional, courteous, and dependable
  • Excellent client service skills
  • Ability to manage multiple projects at once with consistent follow-through Commitment to provide high-quality work both to internal and external partners
  • Ability to meet deadlines
  • Minimum 3 professional references required
  • Process driven and results oriented
  • Ability to work well in a fast-paced environment

Software Used

  • Redtail
  • Pershing
  • TD Ameritrade VeoOne
  • Adhesion
  • eMoney
  • Nitrogen (Riskalyze)
  • Microsoft 365 (Excel, Word, PowerPoint, teams)
  • Google Suite (Docs, Sheets, Forms)
  • RoboForm
  • Guru

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