Para Planner (with 2+ years of experience)

Website planaheadwealth Plan Ahead Wealth Advisors Pvt. Ltd.

A fee only SEBI Registered Investment Advisory Company

Coordinating new client onboarding process with back office team
Data gathering and Financial plan creation as per process checklists
Presentation of draft and final plans within agreed turnaround time lines
Portfolio reviews and recommendations within agreed turnaround time lines and as per process checklists
Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines
Coordination with seniors and service team for implementation of advice within agreed turnaround time lines
Aid in queries linked to clients financial plan and/or portfolio recommendations
Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports
Research software integration for client reports
Maintenance of planning and review calendars
Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)
Providing clients with information on new and existing products and schemes
Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings
Sharing research/investment updates with clients on an ongoing basis during meetings
Website content and social media content maintenance with planner insights

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