Paraplanner

JRG Financial Services Pvt. Ltd.; Gurgaon; On-site; INR 450,000 - 600,000; Full time

Job summary

JRG Financial Services Pvt. Ltd. in Gurgaon seeks a Paraplanner to support investment planning, mutual funds research, and documentation, with 1 year of experience in a boutique wealth-management setting.

You will work with Excel and planning tools, maintain client files, assist in reports, and learn advanced strategies while upholding accuracy and confidentiality.

Qualifications

• Bachelor’s degree in Commerce, Finance, or related field.
• CFP or QPFP certification enrolment preferred.
• 1 year of para planning or financial planning support experience.
• Strong Excel and documentation skills.
• Attention to detail and time management.
• Strong ethics, confidentiality, and professional attitude.

Responsibilities

• Assist in portfolio reviews and investment plan creation.
• Operational execution of mutual funds and insurance.
• Research assistance on investment options and tools.
• Conduct research on investment options, products, and tools.
• Compare product features and summarize findings for review.
• Draft financial reports and investment summaries under supervision.
• Ensure reports are well-structured, accurate, and aligned with client goals.
• Maintain up-to-date client files with planning notes and compliance checklists.
• Ensure adherence to internal documentation protocols and regulatory standards.
• Enter and update client data in CRM and financial planning software.
• Use Excel and planning tools for basic calculations and modelling.
• Coordinate with operations and admin teams to support onboarding.
• Attend internal meetings and training sessions to build skills.

Skills

Investments

Insurance

Taxation

Excel skills

Documentation

Attention to detail

Time management

Ethics

Confidentiality

Client-centric

Education

Bachelor’s degree in Commerce/Finance related field

CFP/QPFP enrolment (preferred)

Tools

Planning tools

Job description

JRG Financial Services Pvt. Ltd. | Full time

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:

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.

Enter and update client data in CRM and financial planning software.

Use Excel and planning tools for basic calculations and modelling.

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.