Paraplanner

Experience: Fresher / 1 Year Education & Certification: Bachelor's Degree in Finance or Related Field CFP / NISM 10(A) / NISM 10(B)

Skills:  Strong Knowledge in MS Office
 Good Communication Skills Client Handling

 Financial Planning

 Strong Understanding of the Investment Business

Responsibilities:

 Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.  Coordination with clients: Assist in gathering client data and communicating with clients to understand their financial goals, objectives, and concerns.
 Working on Investment Plan & Financial Plan: Collaborate with Financial Planners to develop personalized financial plans tailored to meet client needs and objectives. Research: Conduct research on various financial products, investment strategies, and market trends to support decision-making processes. Portfolio Management: Assist in portfolio construction and asset allocation strategies based on client risk tolerance, time horizon, and financial goals. Documentation: Prepare client presentations, financial reports, and documentation necessary for client meetings and reviews. Compliance: Ensure compliance with regulatory requirements and company policies in all aspects of financial planning and client interactions. Continuous Learning: Stay abreast of industry trends, regulatory changes, and best practices in financial planning through ongoing professional development and training.

Requirements:
 Bachelor's degree in Finance, Economics, Business Administration, or related field. Previous experience in a financial planning or wealth management role preferred. Strong analytical skills with the ability to interpret complex financial data. Excellent communication and interpersonal skills. Proficiency in financial planning software and Microsoft Office suite. Detail-oriented with a high level of accuracy. Ability to work independently and collaboratively in a fast-paced environment. Relevant certifications such as CFP (Certified Financial Planner) will be plus

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Schedule:

• Day shift

Work Location: In person