Paraplanner

JRG Financial Services

Gurugram

Full-Time

0-3 Years experience

Description

Job Title: Paraplanner

Location: Gurgaon

Type: Full-time

Role Summary:

As a Paraplanner, you will assist you'll preparing investment plans, conducting basic mutual funds research, and supporting documentation needs. You will play a foundational role in ensuring the accuracy and quality of planning outputs while gradually deepening your exposure to advanced financial strategies. This position is ideal for someone with 1 year of experience looking to grow within a boutique, client-focused wealth management environment.

Key Responsibilities:

Support Plan Preparation

Assist in the creation of portfolio reviews and investment plans
Operational execution of mutual funds and insurance

Research Assistance

Conduct research on investment options, investment products, and tools.
Compare product features and summarise findings for review.

Report Drafting

Draft financial reports and investment summaries under supervision.
Ensure reports are well-structured, accurate, and aligned with client goals.

Compliance and Documentation

Maintain up-to-date client files with all relevant planning notes and compliance checklists.
Ensure adherence to internal documentation protocols and regulatory standards.

Technology & Tools

Enter and update client data in CRM and financial planning software.
Use Excel and planning tools for basic calculations and modelling.

Team Collaboration

Coordinate with operations and admin teams to support client onboarding and documentation.
Attend internal meetings and training sessions to build technical and client-handling skills.

Requirements

Qualifications:

Bachelor's degree in Commerce, Finance, or related field.
Certification or enrolment in CFP/QPFP (preferred).
1 year of experience in a para planning or financial planning support role.

Skills Required:

Good understanding of personal finance basics – investments, insurance, and taxation.
Strong Excel and documentation skills.
Willingness to learn and grow in a client-centric environment.
Attention to detail and time management skills.
Strong ethics, confidentiality, and professional attitude.