UK Paraplanner

• Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans.
  
• Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
  
• Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
  
• Accompanying advisory team for meetings and review.

Knowledge & Skills

• In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc)
  
• Excellent communication skills
  
• Good working knowledge of Microsoft office - Excel, word and PowerPoint.
  
• Ability to foster and cultivate relationships with existing and prospective customers.
  
• Ability to work with a team.

• Receiving the task from the Advisers
  
• Capturing the task request into the Smartsheet
  
• Understanding the End users and Advisers requirement (Needs and expectations vs. Advice)
  
• Review of End users details to determine missing information
  
• Data Collection - Determining & collection of additional information (super & insurance research activity)
  
• Contacting the adviser for clarification / additional information
  
• Data entry
  
• Report Generation & editing
  
• Managing team
  
• Review of report for Quality check
  
• Team Management
  
• Management reporting
  
• Maintain client communication
  
• Get client feedback
  
• Finalization of Financial reports for End users
  
• Schedule training programs
  
• Conduct interviews
  
• Management report generation
  
• Access and utilize client reports
  
• Conduct exit interview
  
• Team approvals - attendance, asset take home, travel allowance.
  
• Authorize to conduct appraisal report.
  
• Access to copy of client agreement.

• CFP with 2 years minimum experience
  
• OR NISM level 1 and level 2 certification with 3 years of experience.

• Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans.
  
• Coordinating with Paraplanners on scenario analysis and case studies specific to client needs.
  
• Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products.
  
• Accompanying advisory team for meetings and review.

• In-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc)
  
• Excellent communication skills
  
• Good working knowledge of Microsoft office - Excel, word and PowerPoint.
  
• Ability to foster and cultivate relationships with existing and prospective customers.
  
• Ability to work with a team.

• Receiving the task from the Advisers
  
• Capturing the task request into the Smartsheet
  
• Understanding the End users and Advisers requirement (Needs and expectations vs. Advice)
  
• Review of End users details to determine missing information
  
• Data Collection - Determining & collection of additional information (super & insurance research activity)
  
• Contacting the adviser for clarification / additional information
  
• Data entry
  
• Report Generation & editing
  
• Managing team
  
• Review of report for Quality check
  
• Team Management
  
• Management reporting
  
• Maintain client communication
  
• Get client feedback
  
• Finalization of Financial reports for End users
  
• Schedule training programs
  
• Conduct interviews
  
• Management report generation
  
• Access and utilize client reports
  
• Conduct exit interview
  
• Team approvals - attendance, asset take home, travel allowance.
  
• Authorize to conduct appraisal report.
  
• Access to copy of client agreement.

• CFP with 2 years minimum experience
  
• OR NISM level 1 and level 2 certification with 3 years of experience.

• Professional Certifications offered based on interest and career progression.
• Team Building Activities.
• 6 Month s Paid Maternity Leave.
• Professional Development Training programs offered as part of Career Growth.
• Great Rewards and Recognition for star performers.
• Be part of a Centre of Excellence like no other.
• International Travel Opportunities - Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.
• Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).
• Join a World Class Organization that puts employees first.