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Trainee Para Planner (Finance) – US

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Overview of the Role

This 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.

Role Dimensions

  • Preparing financial analyses and financial plans for HNI/UHNI clients.
  • Assisting in analysis, re-balancing, and review of investment portfolios.
  • Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s).
  • Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.
  • Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)
  • Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
  • Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.


Skill Set

  • MBA (Finance).
  • Well versed with investment, planning and insurance concepts.
  • Proficient in MS Office suite.
  • Excellent Communication skills (Oral and Written)
  • 0.6-2 years of work experience in financial sector (Insurance, BFSI, Mutual fund)
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