Client Services Manager, Para Planner CFP or MBA

Company Description Gaining Ground Investment Services Pvt Ltd provides personalized financial advice that goes beyond conventional financial planning and investment management. The firm works closely with clients to understand their lives, clarify what truly matters, and design tailored strategies to help them reach their financial goals. Its approach emphasizes truthful guidance, clear understanding, and disciplined decision-making in everyday financial choices. The team believes in specific, customized advice and disciplined investing as key drivers of long-term wealth creation. Built on mutual trust, the firm is committed to integrity, professionalism, and transparency in all client interactions.
Role Description This is a full-time, on-site role based in Bengaluru for a Paraplanner / Para-planner / Financial Analyst / Research Analyst with a background such as MBA, CFP, or NISM, focused on advisory and analysis rather than sales or relationship management. The role involves supporting senior advisors by preparing detailed financial plans, investment analyses, and client-ready reports. Day-to-day responsibilities include conducting research on investment products and markets, analyzing client portfolios, preparing cash flow and goal-based projections, and assisting in constructing suitable asset allocation strategies. The team member will draft and refine financial planning documents, create presentation materials, and maintain accurate data and records in internal systems. The role also includes collaborating with advisors to ensure recommendations are well-researched, compliant, clearly documented, and aligned with each client’s objectives and risk profile.
Qualifications

• Strong foundation in Financial Planning and Finance, with the ability to interpret client goals and translate them into structured financial plans.
• Demonstrated Analytical Skills, including quantitative analysis, data interpretation, and comfort working with spreadsheets and financial models.
• Knowledge of Investments, asset allocation, and basic portfolio construction, with an understanding of risk and return trade-offs.
• Proficiency in Report Writing, including preparing clear, concise, and client-friendly financial reports and presentations.
• MBA (Finance), CFP, NISM certification, or a similar relevant qualification preferred.
• High level of integrity, attention to detail, and commitment to accuracy and compliance.
• Effective written and verbal communication skills, with the ability to explain financial concepts in simple, understandable language.
• Comfort working with financial planning tools, spreadsheets (e.g., Excel), and basic presentation software.
• Ability to work collaboratively in a team-oriented environment and manage multiple assignments within deadlines.