Financial Planning Analyst

Job Summary

We are seeking an experienced and detail-oriented Financial Planning Analyst / Financial Planning Analyst / Paraplanner to join our dynamic team. The ideal candidate will possess 1-8 years of relevant experience, a thorough understanding of US financial planning standards, and proficiency in utilizing financial planning software such as MoneyGuide Pro, Naviplan, Emoney etc. This role requires strong analytical skills, a commitment to compliance, and the ability to support US financial advisors in delivering comprehensive financial solutions to clients.

Key Responsibilities

• Financial Planning Support: Assist financial advisors in creating and delivering financial planning solutions tailored to US clients which includes software data inputs, strategy calls with financial advisors and preparing comprehensive financial plans.
• Operations Support Solutions: Assist financial advisors with end to end back office activities which includes money movements, preparing meeting presentation, in meeting support preparing sales illustrations, MorningStar Reports, preparation of Forms etc.
• Portfolio Analysis: Conduct in-depth research and analysis of client portfolios, including risk profiling, investment strategies, and cash flow analysis.
• Documentation: Prepare financial plans, reports, and other client-related documents with a high degree of accuracy.
• Regulatory Compliance: Ensure all activities comply with US financial regulations and maintain current knowledge of financial products and strategies.
• Client Interaction: Provide administrative support, address client queries, and assist in maintaining seamless client relationships.
• Implementation Support: Facilitate the execution of financial recommendations, including retirement planning, estate planning, investment strategies, and insurance solutions.
• Collaboration: Work closely with financial advisors to deliver a seamless and exceptional client experience.

Qualifications & Skills

• Experience: 1-8 years in a paraplanning or financial planning role in the US financial planning domain.
• Technical Knowledge: Strong understanding of US financial planning standards, investment products, and regulatory requirements.
• Software Expertise: Proficiency in financial planning tools such as Naviplan, MoneyGuidePro, RightCapital, or eMoney is essential.
• Analytical Skills: Excellent analytical and research capabilities to support complex financial planning processes.
• Detail-Oriented: Strong attention to detail and the ability to meet tight deadlines.
• Communication Skills: Exceptional verbal and written communication skills with a client-centric approach.
• Teamwork: Strong interpersonal skills to collaborate effectively with financial advisors and team members.

Why Join Us?

• Work in a fast-paced environment with opportunities for professional growth, development, and learning.
• Gain exposure to international travel opportunities as part of the operations team, meeting clients face-to-face to build strong relationships and understand their needs better.
• Participate in US industry conferences and events, enhancing your professional network and staying updated on the latest trends.
• Collaborate directly with the leadership team, gaining invaluable insights and mentorship for your professional journey.
• Be part of the fast growing team that values innovation and new ideas.
• Competitive compensation and benefits aligned with industry standards.

Ready to take your career to the next level? If youre eager to showcase your expertise and make a real impact, this is your chance to shine. Join our dynamic team and play a pivotal role in shaping the future while unlocking your full potential!