Paraplanners (Junior Financial planner) and Client Success Managers

Full Time
An elite Financial Planning and Investment Advisory client of Meraki Konsulting with offices in India, Dubai and UK is looking for a Paraplanner (Junior Financial Planner) to be based out of its offices in Bangalore.
If interested drop an email to [email protected]
Role: Paraplanner
Role Definition: Paraplanner is one who assists the Financial Planners in preparing the relevant reports for the clients
Responsibility Deliverable:
1. Co-ordinating the client meetings
2. Reviewing client’s financial data
3. Overall Office Functioning
4. Develop the domain knowledge to be a Financial Planner
Tasks and Activities:
1. Co-ordinating the meetings
- Schedule the client meetings by coordinating with the concerned parties
- Arrange the team meetings individually/ group for updates/ reviews
2. Reviewing client’s financial data
- The data provided by the client to be matched with the data available in the company’s CRM
- Engage with the team for clarity on the findings of the review of the client data
- Complete the scheduled tasks within the timeline
- Maintain strict confidentiality of the business information
3. Overall Office Functioning
- Work with the team to ensure the smooth functioning of the office
4. Develop the domain knowledge to be a ‘Financial Planner’
- Constantly engage with the Financial Planners to understand in depth the aspects of the planning
- Understand company’s investment strategy and process
- Align with Company’s compliance, ethics, and values
  • Communication
  • Logical Reasoning
  • Interpersonal
  • Certification - Certified Financial Planner/ IA Level 1 and 2
  • Certification - NISM Mutual Fund Distributors Exam VA
  • Fresher
  • Financial Industry Knowledge
  • Hiring Manager Details:

    HR Manager

    [email protected]