Junior Associate - UK Paraplanning

Befree; Vadodara; On-site; INR 300,000 - 420,000; Full time

Job summary

Befree is seeking a Junior Associate - UK Paraplanner to support financial planners in preparing client files, generating recommendations, and implementing approved strategies. The role involves liaison with clients and providers, attending meetings when required, and maintaining detailed documentation to ensure compliance and service quality.

Based in Vadodara, the position emphasizes strong communication, meticulous planning, and the ability to manage multiple tasks with accuracy within a

Qualifications

• Master’s & Bachelor’s degree in business Finance, CMA, M.Com, CFP or a related field.
• Ability to work independently and achieve agreed outcomes.
• Strong planning, prioritization, and time-management skills.
• High attention to detail and accuracy.
• Quick learner with adaptability to new systems and processes.
• Excellent written, verbal, and interpersonal skills.
• Ability to multitask and meet deadlines.
• Good IT and report-writing skills.
• Flexible and willing to take on additional responsibilities as required.
• Knowledge of the financial services industry.
• Good technical knowledge.
• Willingness to continuously learn and upgrade knowledge.

Responsibilities

• Prepare and maintain the client file and supporting documents.
• Prepare recommendations and analyses for the planner.
• Implement approved investment strategies and re-registration steps.
• Review meetings with clients and liaise with providers.

Skills

Planning & prioritization

Time management

Attention to detail

Written & verbal communication

Interpersonal skills

Multitasking

IT & report writing

Adaptability

Financial services knowledge

Technical knowledge

Education

Master’s & Bachelor’s in Finance / CMA / M.Com / CFP

Job description

Befree is a globally trusted provider of accounting and finance offshoring solutions. We blend

industry expertise with technology and automation to deliver customised, scalable support for

businesses worldwide.

Headquartered in Gandhinagar, with clients across Australia, the UK, the US, we help practices

and businesses enhance efficiency, productivity, and continuity through skilled and certified

professionals delivering world-class services. Our delivery centres across 10 cities in India

serve as the backbone of our global service delivery network.

Role: Junior Associate - UK Paraplanner

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

A. Preparing and maintaining the client file

B. Preparing recommendations

C. Implementing recommendations

D. Review.

Specific activities include:

A. Preparing and maintaining the client file :

Generally the Financial Planner should 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. The Paraplanner may attend client meetings.

• 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
• cash flow forecast and discuss with planner.

B. Preparing recommendations:

Identify areas for planning

• Undertake research both independently and with the Financial Planner to identify
• suitable solutions to meet the client’s needs
• Prepare information/comparisons for analysis by planner
• Liaise with client’s providers.
• Consider current and future allocation of assets for investment strategy with regard
• to client risk profile
• Generate quotes and illustration Online from respective providers
• Prepare draft recommendation reports to be discussed/signed off by planner.

C. Implementing recommendations:

Prepare suitability letters in accordance with the agreed

Recommendations

• Complete application / proposals forms
• Ensure all compliance paperwork is in order
• Make changes to clients’ investments as instructed
• Implement the chosen investment strategies
• Learn and execute the re-registration processes

D. Review:

• Organize future planning meetings with clients

Experience Required

Act as main point of contact and deal effectively with queries from clients and other

parties through effective communication

• Establish and build strong relationships with clients and attend client meetings with planner if required
• Send planning figures to client for update and revision in preparation for next meeting
• Initiate review meetings with clients
• Liaise with providers for fund valuations
• Understanding of the Financial Planning process

• Master’s & Bachelor’s degree in business Finance, CMA, M.Com, CFP or a related
• field

• Ability to work independently and achieve agreed outcomes.
• Strong planning, prioritization, and time-management skills.
• High attention to detail and accuracy.
• Quick learner with adaptability to new systems and processes.
• Excellent written, verbal, and interpersonal skills.
• Ability to multitask and meet deadlines.
• Good IT and report-writing skills.
• Flexible and willing to take on additional responsibilities as required.
• Knowledge of the financial services industry.
• Good technical knowledge.
• Willingness to continuously learn and upgrade knowledge.

Job Location, Work Timings and Work Model

• (1st sat ,3rd sat & 5th sat off)
• Salary: As per Industry standards.
• Job Location - Vadodara