Paraplanners (Junior Financial planner) and Client Success Managers

Type:
Full Time
Location:
Description:
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
Skills:
- Communication
- Logical Reasoning
- Interpersonal
Knowledge:
- 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]