Paraplanner - UK
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FULL TIME | VALENTA AI | INDIA
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Industry
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Financial Services
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Work Experience
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3-4 years
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State/Province
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Karnataka
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Shift Timing: 11:00 Am to 8:00 Pm or 12:00 Pm to 9:00 Pm
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nOverview of the Role
nThis role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.
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Role Dimensionsn
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- Preparation of suitability reports for approval by the Financial Adviser and prepare associated documentation as required.
n n- Assisting in analysis, rebalancing, and review of investment portfolios.
n n- Conducting investment research (Stocks, Mutual Funds, ETF and Bond's).
n n- Conduct need-analysis pertaining to insurance, mortgage, investments, and taxes.
n n- Providing support for processing client service needs.
n n- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
n n- Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them.
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nSkill Set
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- MBA (Finance), CFP (Pursuing) or CFA (Pursuing), NSE Certifications.
n n- Well versed with investment and insurance concepts.
n n- Proficient in MS Office suite.
n n- Excellent Communication skills (Oral and Written)
n n- 2-4 years of work experience in financial sector (Insurance, BFSI, Mutual fund)
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Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:
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- Professional Certifications offered based on interest and career progression.n
- Team Building Activities.n
- Professional Development Training programs offered as part of Career Growth.n
- Great Rewards and Recognition for star performers.n
- Be part of a Centre of Excellence like no other.n
- International Travel Opportunities Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.n
- Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).n
- Join a World Class Organization that puts employees first.
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Disclaimer: -n
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The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.
