Paraplanner & Client Associate

FPSB India; Mumbai; On-site; INR 500,000 - 600,000; Full time

Benefits offered by this job

Health

Leave policy

Flexible policies

Mentoring / CFP support

Job summary

Blue Ocean Financial Services Pvt Ltd is hiring a Paraplanner & Client Associate in Mumbai. You will work closely with advisors to prepare financial plans, support portfolio reviews, coordinate client servicing, and ensure seamless advisory and operational processes for an exceptional client experience.

CFP Level 3 is mandatory with 0–2 years of experience; familiarity with Mutual Funds, PMS, AIFs, ETFs and Insurance is preferred.

Qualifications

• CFP Level 3 completed with 0–2 years of experience in wealth management or financial advisory.
• Strong knowledge of financial planning and wealth management including investment products such as Mutual Funds, PMS, AIFs, ETFs and Insurance.
• Excellent analytical, MS Excel, communication and interpersonal skills with high attention to detail and client-centric approach.

Responsibilities

• Prepare comprehensive financial plans covering retirement, insurance, tax, estate, cash flow and goal-based planning aligned with clients' objectives.
• Support investment and portfolio planning by conducting reviews, asset allocation assessments and assisting in recommendations.
• Develop high-quality financial planning deliverables including investment proposals, client reports and implementation tracking for advisors.
• Coordinate client servicing activities including documentation, information gathering, follow-ups, portfolio reporting and service requests.
• Support investment execution and operational compliance by coordinating transactions, maintaining client records and KYC documentation.

Skills

CFP Level 3

MS Excel

Communication

Client servicing

Financial analysis

Education

CFP Level 3 completed

Tools

MS Excel

Job description

Type: Full Time Location: Chembur East - Mumbai Description:

Company Name : Blue Ocean Financial Services Pvt Ltd

Experience Level : 0-2 years

Industry : Wealth Management / Financial Advisory

Application Deadline : 20-08-2026

About the Company : Blue Ocean Financial Services (BOFS) is a wealth management and financial advisory firm established in 2008. We help individuals and families to make informed financial decisions using twin tools of financial planning and wealth management.

Website : https://bofs.co.in/

Job Summary : You will work closely with advisors in preparing financial plans, supporting portfolio reviews, coordinating client servicing, and ensuring seamless execution of advisory and operational processes to deliver an exceptional client experience.

Who Should Apply : CFP Level 3 Cleared and Above

Responsibility

• Prepare comprehensive financial plans covering retirement, insurance, tax, estate, cash flow, and goal-based planning aligned with clients' financial objectives.
• Support investment and portfolio planning by conducting portfolio reviews, performance analysis, asset allocation assessments, and assisting in investment recommendations.
• Develop high-quality financial planning deliverables, including investment proposals, review presentations, client reports, and implementation tracking for advisors.
• Coordinate client servicing activities, including documentation, information gathering, follow-ups, portfolio reporting, and responding to service requests.
• Support investment execution and operational compliance by coordinating transactions, maintaining client records and KYC documentation, and ensuring accurate execution of advisory processes.

Requirement

• CFP Level 3 completed (Mandatory) with 0–2 years of experience in Wealth Management, Financial Planning, or Financial Advisory. Freshers with the required qualification are welcome to apply.
• Strong understanding of Financial Planning and Wealth Management, including investment products such as Mutual Funds, PMS, AIFs, ETFs, and Insurance.
• Excellent analytical, MS Excel, communication, and interpersonal skills with high attention to detail, ownership, and a client-centric approach.

Preferred

• Excellent analytical, MS Excel, communication, and interpersonal skills with high attention to detail, ownership, and a client-centric approach.

Salary Range : 5LPA to 6 LPA

Incentives / Bonuses : Performance Bonus

Learning Opportunities : Mentoring, CFP® support, workshops, etc.

Other Benefits : Health, leave policy, Flexible Employee Policies

Email Subject Line Format : Application-Paraplanner & Client Associate - FPSB India

Hiring Manager Details

Purwa Vaidya

[e-mail]