Job Description Paraplanner & Client Associate
Location: Mumbai
About the Role
Blue Ocean Financial Services is looking for a detail-oriented and analytical Paraplanner & Client Associate to support our Wealth Advisory team. This role is ideal for professionals passionate about financial planning and wealth management. You will work closely with advisors in preparing financial plans, supporting portfolio reviews, coordinating client servicing, and ensuring seamless execution of advisory and operational processes to deliver an exceptional client experience.
Key Responsibilities
Financial Planning & Advisory Support
- Prepare and update comprehensive financial plans based on client goals, cash flows, risk profile, and financial objectives.
- Assist advisors in developing investment recommendations, asset allocation strategies, and portfolio solutions.
- Prepare retirement, education, insurance, tax, estate, and goal-based financial planning analyses.
- Conduct portfolio reviews, performance analysis, and support portfolio rebalancing recommendations.
- Prepare financial planning reports, investment proposals, review presentations, and client meeting materials.
- Track implementation of financial planning recommendations and coordinate periodic client reviews.
- Stay updated on financial planning concepts, investment products, taxation, and regulatory developments.
Client Servicing, Reporting & Operations
- Coordinate with clients for documentation, information gathering, service requests, and timely follow-ups.
- Prepare portfolio valuation reports, client reports, review presentations, MIS, and investment summaries.
- Support execution of investments across Mutual Funds, PMS, AIFs, ETFs, Insurance, and other investment products.
- Coordinate with advisors, AMCs, custodians, product partners, and internal teams to ensure seamless transaction execution.
- Maintain accurate client records, KYC documentation, investment data, reconciliations, and audit-ready records.
- Support demat, remittance, and other wealth management operational activities while ensuring compliance with internal and regulatory requirements.
Who We're Looking For
- CFP Level 2 Completed (Mandatory).
- 0–2 years of relevant experience in Wealth Management, Financial Planning, or Financial Advisory. Freshers with relevant qualifications are welcome to apply
- Good understanding of Financial Planning principles and wealth management products.
- Knowledge of Mutual Funds, PMS, AIFs, ETFs, Insurance, and investment operations.
- Strong MS Excel, analytical, and communication skills.
- High attention to detail, ownership, and a client-centric approach.
What You'll Gain
- Exposure to comprehensive Financial Planning and Wealth Advisory across diverse client profiles.
- Hands-on experience in preparing financial plans, portfolio reviews, investment recommendations, client servicing, and advisory support.
- Opportunity to work with a wide range of investment products including Mutual Funds, PMS, AIFs, ETFs, and Insurance.
Why Join Blue Ocean Financial Services?
- Be part of a growing and respected Wealth Management and Financial Advisory firm.
- Work alongside experienced Financial Advisors and founders, gaining end-to-end exposure to the wealth management lifecycle.
- Accelerate your career through hands-on experience across financial planning, portfolio management, and client advisory.
- Be part of a supportive, flexible, and people-first work environment where learning, ownership, and innovation are encouraged.
- Build a rewarding long-term career with meaningful growth opportunities as the organization continues to expand.
Pay: ₹300,000.00 - ₹600,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Application Question(s):
- Have completed you CFP Level 2?
Work Location: In person
