Financial Planner / Paraplanner

About the job

Responsibilities • Accurately prepare income planning cases using client inputs via our planning software. We will provide training on our software. • Perform case optimisations based on defined planning scenarios. • Ensure all case materials and outputs are compliant. • Provide client-facing reports and presentations in PowerPoint/PDF to the sales and/or service team for follow-up with the financial advisor. • Manage case workflows via CRM tools. • Manage a team of 4 Junior Paraplanners and ensure that the work that goes out of India office is quality checked and approved. Qualifications • Bachelor's degree, preferably in Financial Planning, Finance, Accounting, or Economics. • Awareness of financial products and services: - Income and expenses - Pre-tax and after-tax investment concepts - Understanding of different financial products and registration types • Ability to follow a detailed process to identify and apply a scenario based on client inputs and stated goals. • Proficiency in English-language written and verbal communication. • Proficiency in Microsoft Office suite. • Ability to create a PowerPoint presentation based on slide templates and documented procedures.

Requirements

• Financial Planning
• Microsoft Office
• CRM Tools
• Client Communication

Qualifications

• Bachelor's degree in Financial Planning, Finance, Accounting, or Economics

Preferred Technologies

• Financial Planning
• Microsoft Office
• CRM Tools
• Client Communication

About the company

We at Troika are looking to hire mid-level, bright, enthusiastic Financial Planners / Paraplanners for a USA-based FinTech client.