Sr Financial Analyst

Mphasis; Bengaluru; On-site; INR 300,000 - 500,000; Full time

Job summary

A financial services organization is seeking a motivated Paraplanner to support the creation of financial plans for advisors. The role is aimed at individuals looking to enter the financial planning field, with responsibilities including data entry into planning software and attending advisor meetings. Candidates should possess a Bachelor's degree in a relevant field and have 1 year of experience. The ideal applicant will thrive in a fast-paced and collaborative environment, with strong communication skills and an interest in personal finance.

Qualifications

• 1 year of experience within a financial services firm, university program, or financial planning environment.
• Understanding of personal financial matters and basic financial planning concepts.
• Working toward CFP® designation or interest in obtaining it.

Responsibilities

• Input client data into financial planning software.
• Organize and compile client data in accordance with the team's data structure.
• Review initial plan submissions for minimum required data.
• Attend advisor meetings to gather data and take notes.
• Research financial planning questions as necessary.

Skills

Strong collaboration

Client-focused

Team-oriented

Creativity

Continuous improvement

Education

Bachelor's Degree in Business, Finance, or a related field

Additional certification on stock market subjects (advantage)

Tools

Microsoft Office Suite

Financial planning software (eMoney, MoneyGuide, RightCapital)

Job description

Job Overview

The Paraplanner role will be part of our organization, LPL Paraplanning Solutions. This product is a program which is providing the next level of LPL services to help advisors to better serve their clients. This individual will support the creation of financial plans to be delivered to our advisors. This position is an entry into planning and is focused on quickly learning best practices, planning software, planning processes, and planning strategies.

Responsibilities

• Input client data into financial planning software (eMoney, MoneyGuide, RightCapital).
• Organize and compile client data including statements and fact finders in accordance with the Paraplanning Team’s data structure.
• Enter and validate data in the financial planning software from client statements and fact finders.
• Review initial plan submissions for minimum required data to begin plan creation.
• Attend advisor meetings to gather data and take notes for advanced plan creation.
• Research ad-hoc financial planning questions as necessary to support the construction of financial plans for advisors and their clients.
• Gain proficiency in a variety of financial planning tools/software, including WealthVision/eMoney, MoneyGuide, and RightCapital.
• Demonstrate an understanding of basic financial planning concepts and an ability to learn increasingly complex personal and business financial planning concepts, staying informed of current financial planning developments and tax law changes.

What we are looking for

We want strong collaborators who can deliver a world‑class client experience. We are looking for people who thrive in a fast‑paced environment, are client‑focused and team oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements

• Bachelor's Degree in Business, Finance, or a related field.
• 1 year of experience within a financial services firm, university program, and/or a financial planning environment.
• Working toward acquisition of CFP® designation or interest in obtaining it.
• Licenses required: Securities licenses 63/65 or 66, or ability to obtain within 90 days.
• Understanding of personal financial matters.
• Software/Systems skills: Proficient in Microsoft Office (Outlook, Excel, Word, PowerPoint) and financial planning software.
• Strong communication and presentation skills.

Certifications Needed

• Education: 12 + 3 degree education is mandatory – B Com, BBA, and BBM graduates preferred; candidates with good work experience but other specializations may be considered.
• Additional certification on stock market subjects is an advantage.
• No tech graduates (BE, B Tech, M Tech).