Location: Gurgaon
Type: Full-time
As a Paraplanner, you will assist you’ll preparing investment plans, conducting basic mutual funds research, and supporting documentation needs. You will play a foundational role in ensuring the accuracy and quality of planning outputs while gradually deepening your exposure to advanced financial strategies. This position is ideal for someone with 1 year of experience looking to grow within a boutique, client-focused wealth management environment.
Support Plan Preparation
Assist in the creation of portfolio reviews and investment plans
Operational execution of mutual funds and insurance
Research Assistance
Conduct research on investment options, investment products, and tools.
Compare product features and summarise findings for review.
Report Drafting
Draft financial reports and investment summaries under supervision.
Ensure reports are well-structured, accurate, and aligned with client goals.
Compliance and Documentation
Maintain up-to-date client files with all relevant planning notes and compliance checklists.
Ensure adherence to internal documentation protocols and regulatory standards.
Technology & Tools
Enter and update client data in CRM and financial planning software.
Use Excel and planning tools for basic calculations and modelling.
Team Collaboration
Coordinate with operations and admin teams to support client onboarding and documentation.
Attend internal meetings and training sessions to build technical and client-handling skills.
RequirementsQualifications:
Bachelor’s degree in Commerce, Finance, or related field.
Certification or enrolment in CFP/QPFP (preferred).
1 year of experience in a para planning or financial planning support role.
Good understanding of personal finance basics – investments, insurance, and taxation.
Strong Excel and documentation skills.
Willingness to learn and grow in a client-centric environment.
Attention to detail and time management skills.
Strong ethics, confidentiality, and professional attitude.
BenefitsBenefits:
Competitive Salary
Leave Encashment
Group Health Insurance
Skill Enhancement Support
Skills Required
- Bachelor's degree in Commerce, Finance, or a related field
- Certification or enrollment in CFP or QPFP
- One year of experience in paraplanning or financial planning support
- Understanding of personal finance fundamentals, including investments, insurance, and taxation
- Strong Excel and documentation skills
- Attention to detail and time management skills
- Strong ethics, confidentiality, and professional attitude
What We Do
JRG Financial Services Pvt. Ltd., operating as Wealth Escalator by JRG Financial Services, is a Gurugram-based financial advisory firm founded in 2007. It helps individuals and families build long-term wealth through financial planning, goal setting, risk management, strategic investments, and wealth management. The company also promotes financial literacy and offers resources, webinars, calculators, and investment products including mutual funds, equities, bonds, and fixed deposits.
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