2.0 - 6.0 years

0 Lacs

nashik, maharashtra

On-site

Shift: You will work from 7.30 am to 4.30 pm. Responsibilities: - Understanding financial planning concepts, superannuation, pension, investment, and insurance laws and terminologies. - Creating high-quality Statement of Advice documents with advisor recommendations and client details. - Generating cash, superannuation, pension, and investment projections. - Preparing comparisons for various superannuation, insurance, pension, and investment products. - Gathering client data and product information. - Documenting reports and correspondence. - Conducting financial calculations and cashflow projections for different scenarios. - Obtaining necessary information for completing financial plans. - Analyzing client needs for insurance, investments, retirement, and tax. - Performing portfolio analysis and providing advice on structure and risk. - Developing investment strategy charts and applications. - Communicating with investment and insurance providers for client details. - Maintaining client data in software. - Reviewing and analyzing Statement of Advice documents. - Receiving and capturing task requests in Smartsheet. - Understanding End Users and Advisers requirements. - Collecting additional information and contacting advisors for clarification. - Data entry, report generation, and editing. Requirements: - Graduation or post-graduation in finance or relevant field. - Understanding of financial planning processes. - Attention to detail and strong report writing skills. - Proficiency in English. - Ability to work independently, multitask, and demonstrate leadership. - CFP certification would be an advantage. - Additional certifications from FPSB, NCFM, etc., preferred. - Excellent communication skills and experience with MS Word and Excel. - Strong technical knowledge in insurance, mutual funds, trusts, taxation, etc. - Self-motivated and able to take responsibility for work. Benefits: In addition to mandatory benefits, the following perks are provided: - Professional certifications based on interest and career progression. - Team building activities. - 6 months paid maternity leave. - Professional development training programs for career growth. - Rewards and recognition for star performers. - Opportunities for international travel to meet clients and attend industry events. - Participation in committees such as ISO, Sustainability, CSR, etc. - Employment in a world-class organization prioritizing employee well-being. Disclaimer: The listed requirements are minimum levels of knowledge, skills, or abilities. You may be assigned other job-related duties as requested. All outlined duties are essential and subject to modification based on operational changes. Job Types: Full-time, Permanent Ability to commute/relocate: You must reliably commute to Nashik, Maharashtra, or plan to relocate before starting work. Education: Master's degree required. Experience: 2 years of experience in paraplanning preferred. Shift availability: Day Shift required.,

Posted 3 days ago

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