Role: Junior Paraplanner

Qualification: Bachelor’s degree in any discipline or MBA

Minimum yrs of Experience

0-1-year experience in Portfolio management, Insurance concepts,

depth knowledge in investments and aware of Financial Planning concepts.

Responsibility:
1.Preparation of detailed compliance reports (SOA and ROA).

Implement risk management and tax planning strategies by regular follow-up with banks and service providers.

2.Maintain Client profile in Financial planning software

3.Regular communication with Financial Advisors.

4.Manage valuable client relationships.

5.Work under the supervision of one Team Leader or Project Director

6.Update time spent for each job and review the same every day.

7.Maintaining internal control system for workflow and review the same every day.

8.Learn to independently and consistently deliver jobs assigned by Team Leader or Project Director

Skill Set & Hard Skill





1.Should have interest in research and analyzing financial concepts.

2.Should have good analytical skills.

3.Well versed in MS OƯice.

4.Should be quick learner.

Soft Skill

1.Should have excellent verbal and non-verbal communication skills.

2.Should be good team player.

Working days and Reporting time

Working Days & Reporting Time:
Monday to Friday: 7:30 AM to 4:30 PM

3rd Saturdays: 9:00 AM to 4:00 PM

As per the client’s requirement, early login will be required, and

support will be provided according to the specified time.

Pay: ₹22,000.00 - ₹30,000.00 per month

Benefits:
- Food provided
- Health insurance
- Leave encashment
- Provident Fund

Work Location: In person

📌 Junior Paraplanner (Chennai)
🏢 Carisma Solutions
📍 Chennai