Junior Associate - UK Paraplanning

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 off by planner.

C. Implementing recommendations:

Prepare suitability letters in accordance with the agreed

Recommendations

• Complete application / proposals forms

• Ensure all compliance paperwork is in order

• Make changes to clients’ investments as instructed

• Implement the chosen investment strategies

• Learn and execute the re-registration processes

D. Review:

• Preparing client valuations

• Organize future planning meetings with clients

Experience Required

Act as main point of contact and deal effectively with queries from clients and other

parties through effective communication

• Establish and build strong relationships with clients and attend client meetings with

planner if required

• Review investment portfolio, asset allocation, risk profile etc.

• Send planning figures to client for update and revision in preparation for next

meeting

• Initiate review meetings with clients

• Liaise with providers for fund valuations

• Understanding of the Financial Planning process

• Master’s & Bachelor’s degree in business Finance, CMA, M.Com, CFP or a related

field

Key skills

● Ability to work independently and achieve agreed outcomes.

● Strong planning, prioritization, and time-management skills.

● High attention to detail and accuracy.

● Quick learner with adaptability to new systems and processes.

● Excellent written, verbal, and interpersonal skills.

● Ability to multitask and meet deadlines.

● Good IT and report-writing skills.

● Flexible and willing to take on additional responsibilities as required.

● Knowledge of the financial services industry.

● Good technical knowledge.

● Willingness to continuously learn and upgrade knowledge.

Job Location, Work Timings and Work Model:

● 10:30 AM To 7:30 PM

● (1st sat ,3rd sat & 5th sat off)

● Salary: As per Industry standards.

● Job Location - Vadodara

Interested candidates can drop their CV to [email protected]

Regards,

Monisha T

Senior HR TA

P - 9898837823

E - [email protected]