Carisma Solutions has announced a Walk-in Drive 2026 for Financial Planning / Paraplanner positions in Chennai. The company is inviting applications from graduates and postgraduates with 0–2 years of experience who are interested in financial planning, investment analysis, and wealth management. This opportunity is ideal for candidates seeking a career in the financial services sector.
Walk-in Job Overview
- Company Name: Carisma Solutions
- Job Role: Financial Planning / Paraplanner
- Qualification: B.Com, BBA, B.Sc, B.Tech, M.Com
- Experience: 0–2 Years
- Salary: Best in Industry
- Job Location: Chennai
- Walk-in Date: 15th June – 17th June
- Walk-in Time: 9:30 AM – 1:00 PM
- Employment Type: Full Time, Permanent
About Company
Carisma Solutions is a financial services and accounting support organization that provides accounting and financial planning solutions to firms across Australia and New Zealand. With more than a decade of industry experience, the company specializes in delivering accounting, taxation, financial advisory, and paraplanning services through technology-enabled processes. Carisma Solutions supports financial advisers and accounting professionals by offering research, reporting, compliance, and planning assistance. The organization utilizes modern software platforms and automation technologies to improve efficiency and service quality. Its operations focus on maintaining high professional standards while helping clients manage financial planning and advisory requirements effectively.
Job Description
The Financial Planning / Paraplanner role involves working closely with financial advisers and supporting various financial planning activities. Selected candidates will assist with investment research, financial analysis, portfolio reporting, and preparation of financial plans.
The position requires strong analytical abilities, attention to detail, and effective communication skills. Candidates will also contribute to workflow improvements, financial modeling activities, and client-related administrative support functions. This role provides valuable exposure to financial advisory operations and wealth management processes.
Applicants should be willing to learn new technologies, work collaboratively within teams, and maintain high levels of accuracy while handling financial data and reports.
Key Responsibilities
- Conduct investment research and financial analysis.
- Prepare financial plans and supporting reports.
- Assist in financial forecasting and modelling activities.
- Develop knowledge of tax structures and financial regulations.
- Prepare portfolio performance reports.
- Support financial advisers with client-related tasks.
- Maintain accurate financial documentation and records.
- Contribute to workflow and process improvement initiatives.
- Deliver timely and compliant financial planning services.
- Meet individual productivity and quality targets.
- Enhance proficiency in financial planning software applications.
- Collaborate with team members to achieve organizational goals.
Required Skills
- Financial Planning knowledge
- Financial Analysis skills
- Investment Research capabilities
- Financial Modelling understanding
- Risk Analysis skills
- Accounting fundamentals
- Wealth Management awareness
- Strong verbal and written communication skills
- Advanced Microsoft Excel knowledge
- Microsoft Word proficiency
- Attention to detail and accuracy
- Analytical and problem-solving abilities
- Team collaboration skills
- Ability to learn and adapt to new technologies
Eligibility Criteria
Candidates should possess a degree in Financial Management, Commerce, Business Administration, Banking and Finance, Economics, Engineering, or an equivalent discipline. Graduates and postgraduates with 0–2 years of experience are eligible to apply.
Prior exposure to financial services, investment planning, accounting, or financial analysis will be beneficial but is not mandatory. Applicants should have strong communication skills, a professional attitude, and the ability to manage multiple responsibilities efficiently.
The company has indicated a preference for immediate joiners and candidates residing within a reasonable commuting distance from the workplace location. Shortlisted candidates may be required to commit to a minimum employment period of two years.
Documents to Carry
- Updated Resume
- Passport Size Photos
- ID Proof
- Educational Certificates
- Experience Documents (if applicable)
Walk-in Interview & Registration Details
| Detail | Information |
|---|---|
| Walk-in Date | 15th June – 17th June |
| Time | 9:30 AM – 1:00 PM |
| Venue | Carisma Solutions Pvt Ltd, Buhari Towers 4, 4th Floor, Moore’s Road, Thousand Lights, Chennai – 600006 |
| Registration / Official Link | Apply Here |
Frequently Asked Questions
Can freshers apply for the Financial Planning / Paraplanner role?
Yes. Candidates with 0–2 years of experience, including fresh graduates, are eligible to apply.
What educational qualifications are required?
Applicants should hold a degree such as B.Com, BBA, B.Sc, B.Tech, M.Com, or an equivalent qualification related to finance, business, banking, or economics.
Is prior experience in financial services mandatory?
No. Experience in financial services is considered an advantage, but freshers with relevant educational backgrounds can also apply.
What is the job location for this position?
The selected candidates will be based in Chennai.