Paraplanner – Ahmedabad

We are seeking a detail-oriented and experienced Paraplanner to join our team in Ahmedabad. The role involves providing technical and administrative support to financial advisors, preparing financial plans, conducting research, and ensuring compliance with financial regulations. The ideal candidate should have a strong understanding of financial planning principles, excellent analytical skills, and attention to detail.

Key Responsibilities

Financial Planning & Research

• Assist financial advisors in preparing client financial plans and reports.
• Conduct research on financial products, investment options, and market trends.
• Analyse client portfolios and provide recommendations based on their financial goals.
• Prepare detailed cash flow and risk management reports.

Compliance & Documentation

• Ensure compliance with financial regulations and company policies.
• Maintain accurate client records and update financial planning documents.
• Prepare compliance reports and assist in regulatory submissions.

Client Interaction & Support

• Liaise with clients to gather necessary financial information.
• Support financial advisors in client meetings by preparing necessary documents.
• Address client queries related to financial plans and investment recommendations.

Administrative Support

• Maintain financial databases and update client records.
• Prepare reports, presentations, and documents for financial advisors.
• Assist in managing workflow and meeting deadlines for financial plans.

Skills & Qualifications

Mandatory Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 2+ years of experience in paraplanning, financial planning, or a similar role.
• Strong knowledge of financial planning software (such as Xplan, AdviserLogic, or Midwinter).
• Understanding of financial regulations and compliance requirements.

Preferred Qualifications

• Diploma in Financial Planning or CFP certification (preferred but not mandatory).
• Experience in handling Australian financial planning documents (if applicable).

Key Skills Required

• Strong analytical and research skills.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).

Benefits

• Competitive salary based on experience.
• Performance-based bonuses.
• Professional growth and training opportunities.
• Friendly and collaborative work environment.