Assistant Manager - Paraplanner

Befree; Gandhinagar; On-site; INR 350,000 - 650,000; Full time

Job summary

befree is seeking a skilled Paraplanner to join our finance team. You will manage client files, collect data, analyze recommendations for compliance, and help implement financial plans under the planner’s guidance.

Tasks include preparing cash flow forecasts, net worth statements, and draft reports. Ideal candidates have Australian paraplanning experience, team leadership, and excellent verbal and written communication.

Qualifications

• Must have experience in Australian Paraplanning.
• Must have experience in team handling.
• Should ready to work from office.
• Excellent Verbal and Written Communication Skills

Responsibilities

• Prepare and maintain the client files and software entries.
• Understand and analyze the recommendations to ensure compliance requirements are met.
• Implement recommendations and update clients’ investments as instructed.
• Review external networks and organize future planning meetings with clients.

Skills

Australian paraplanning experience

Team leadership

Office-based

Verbal communication

Written communication

Job description

befree is a leading provider of accounting and finance outsourcing solutions across the globe. For nearly 18 years, we have been delivering better efficiencies and higher profit margins for thousands of accountants and finance professionals worldwide. We combine our deep industry knowledge with technology and automation to co-create innovative and customized yet scalable outsourcing and automation solutions. befree is an ISO - 27001 certified company and GDPR compliant, making our offices and systems on par with international best practices for information security management.

Visit our website to learn more about our amazing culture and employees: https://befreeltd.com/

Roles and Responsibilities:

The Paraplanner’s role may be broken down into four key parts:

• Preparing and maintaining the client files – software entries
• Understanding and analyzing the recommendations to confirm that the compliance requirements are met
• Implementing recommendations
• Review external networks.

A) Preparing and maintaining the client file:

• Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.) leaving the Paraplanner to collect all the quantitative detailed information required to compile a financial plan.
• Specific activities include:
• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with planner
• Identify and obtain the information necessary to compile financial cash flow forecast
• Compile draft net worth statement; income and expenditure statements and financial
• Cash flow forecast and discuss with planner.

B) Understanding and analyzing the recommendations

• Identify areas for planning
• Undertake research both independently and with the Financial Plannerto identify suitable solutions to meet the client’s needs
• Prepare information/comparisons for analysis.
• Complete current and future net worth and cash flow projection as per the recommendation.
• Prepare draft recommendation reports to be discussed/signed off by planner.

C) Implementing recommendations:

• Ensure all compliance paperwork is in order
• Make changes to clients’ investments as instructed
• Implement the chosen investment strategies

D) Review:

• Organize future planning meetings with client as per the review period.
• Complete review packs in preparation for client meeting.

Qualifications -

• Must have experience in Australian Paraplanning
• Must have experience in team handling
• Should ready to work from office.
• Excellent Verbal and Written Communication Skills

Timing - 07.30AM to 04.30PM