Estate Planning Executive (Paraplanning) - Bangalore

Company : Befree Business Resourcing Llp

Job Type : Full Time

Remote / Work from Home

Job Description - Estate Planning Executive (Paraplanning) - Bangalore

Role

We are looking for a committed and professional Estate Planning Support Executive to work directly with a leading Australian Financial Planning firm. The successful candidate will support estate planning processes, including client interactions and administrative tasks. This is a client-facing role that demands excellent communication skills, consistency, and reliability.

Responsibilities

Attend virtual meetings with clients of financial planning firms, following a script provided by the client.

Communicate clearly, professionally, and empathetically with clients during estate planning consultations.

Undergo comprehensive training on estate planning scripting and client software.

Assist in scheduling client appointments using tools such as Calendly.

Perform basic administrative tasks, including data entry for generating estate planning reports.

Maintain confidentiality and professionalism at all the times.

Training & Support

Full training on estate planning scripts and software will be provided by the client.

Ongoing guidance and support during the initial on boarding period.

Qualifications and Experience

0-3 years in a client-facing role or similar administrative role preferred.

BCOM, MCOM, MBA graduates are preferred

Key Skills

Communication: Exceptional spoken English; must be clearly understood over virtual meetings

Comfort with Scripts: Ability to confidently and consistently follow a provided script.

Tech Proficiency: Comfortable using online scheduling tools (like Calendly) and web-based software

Availability: Must be able to start immediately or within 2 weeks, with readiness to go live within 4 weeks post-training.

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Estate Planning Executive (Paraplanning) - Bangalore

Job Description - Estate Planning Executive (Paraplanning) - Bangalore

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