Paraplanner (Pune) (India)

Financial Advisory Pune 2 - 4 Years Of Experience No. of Openings - 1 Responsibilities: - Conduct research and analysis on financial products, investment options, pensions, insurance, and tax-productive strategies - Prepare comprehensive financial plans, suitability reports, and recommendation documents for Financial Advisors - Perform cash flow modelling and financial projections using financial planning software - Gather, verify, and organize client financial information, including risk profiles, financial goals, income, assets, liabilities, and existing portfolios - Liaise with product providers to obtain quotations, policy illustrations, and relevant product information - Ensure all financial recommendations comply with applicable regulatory requirements and internal compliance standards - Maintain accurate and up-to-date client records within the CRM system - Support Financial Advisors in preparing for client meetings, annual reviews, and portfolio discussions - Stay updated on market developments, regulatory changes, and new financial products - Assist in implementing approved financial plans and managing related administrative processes Skills: - Strong understanding of mutual funds, insurance, taxation, retirement planning, and investment products - Excellent analytical, numerical, and financial report-writing skills - High attention to detail with strong organizational and documentation abilities - Ability to manage multiple client cases while meeting deadlines - Strong written and verbal communication skills - Proficiency in Microsoft Excel and financial planning/CRM software is preferred .