Paraplanner

Financial Planner - UK

Shift timing - 10am to 7pm or 11am to 8pm or

Location - Vizag / Delhi (WFO - all 5 days)

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

- Preparing financial analyses and financial plans for HNI/UHNI clients.
- Assisting in analysis, re-balancing, and review of investment portfolios.
- Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s).
- Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.
- Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
- Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.

Requirements

Skill Set

- MBA (Finance), CFP (Pursuing/completed) or CFA (Pursuing), NSE Certifications.
- Well versed with investment, planning 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)

Benefits

### Benefits
Perks 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