Paraplanner

Job Summary: We are seeking a highly motivated and experienced paraplanner with 2-5 years of experience to join our growing team. The ideal candidate will have a solid understanding of financial planning and compliance regulations in the US, strong analytical skills, and the ability to prepare comprehensive financial plans and reports using industry-standard software.

Key Responsibilities:
• Assist financial planners in creating comprehensive financial plans for US clients.
• Conduct research and analyze client portfolios, including risk profiling, investment strategy, and cash flow analysis.
• Prepare a financial plan and other related documents.
• Ensure compliance with US regulations and maintain up-to-date knowledge of financial products and strategies.
• Utilize financial planning software, including eMoney, MoneyGuidePro, RightCapital, and Naviplan, to prepare and analyze client data.
• Liaise with clients, providing administrative support and responding to client queries.
• Support the implementation of financial recommendations, including retirement plans, Estate planning, investment strategies, insurance, etc.
• Collaborate with financial advisors to ensure a seamless client experience.

Qualifications & Skills:
• 3-5 years of experience as a paraplanner or in a similar role.
• Strong knowledge of US financial planning standards, investment products, and regulatory requirements.
• Experience using financial planning software like eMoney, MoneyGuidePro, RightCapital, or Naviplan is essential.
• Excellent analytical and research skills.
• Proficiency in financial planning tools and software.
• Attention to detail and ability to work under tight deadlines.
• Strong communication and interpersonal skills.

Experience: 2-5 years

Location: Gandhinagar (Gift City)

Shift timings: 5.30 PM – 2.30 AM

Work days: Monday to Friday