About us:
Befree is a globally trusted provider of accounting and finance offshoring solutions. We blend
industry expertise with technology and automation to deliver customised, scalable support for
businesses worldwide.
Headquartered in Gandhinagar, with clients across Australia, the UK, the US, we help practices
and businesses enhance efficiency, productivity, and continuity through skilled and certified
professionals delivering world-class services. Our delivery centres across 10 cities in India
serve as the backbone of our global service delivery network.

Role: Junior Associate - UK Paraplanner

The Paraplanner role may be broken down into four key parts:
A. Preparing and maintaining the client file
B. Preparing recommendations
C. Implementing recommendations
D. Review.
Specific activities include:
A. Preparing and maintaining the client file :
Generally the Financial Planner should collect the qualitative information (client attitudes,
life Goals etc.) leaving the paraplanner to collect all the quantitative detailed information
required to compile a financial plan.



The Paraplanner may attend client meetings.
• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with planner
• Identify and obtain the information necessary to compile financial cash flow
forecast
• Compile draft net worth statement; income and expenditure statements and
financial
• cash flow forecast and discuss with planner.

B. Preparing recommendations:
Identify areas for planning
• Undertake research both independently and with the Financial Planner to identify
suitable solutions to meet the client’s needs
• Prepare information/comparisons for analysis by planner
• Liaise with client’s providers.
• Consider current and future allocation of assets for investment strategy with regard
to client risk profile
• Generate quotes and illustration Online from respective providers
• Prepare draft recommendation reports to be discussed/signed

📌 Junior Associate (Vadodara)
🏢 Befree
📍 Vadodara