Financial Planner
1 week ago
Job Role:
Para Planner/Financial Planner
Experience:
Fresher/Experience
Location:
Nashik
Shift:
Morning Shift/AUS shift
Minimum Requirements
- Graduate/Postgraduate in finance or relevant degree.
- Minimum 1-year experience within the financial planning/Investment/Insurance.
- Understanding of the financial planning process.
- Attention to detail.
- Good report writing skills.
- Strong command over English.
- Ability to work independently and multitask.
- CFP an added advantage.
- Any additional certifications from FPSB, NCFM etc preferred.
- Sound communication skills.
- Experience using MS-word and excel.
- Strong technical knowledge including insurance, mutual funds, trusts, taxation ect.
- Receiving the task from the Advisers
- Capturing the task request into the Smart sheet
- Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
- Review of End Users details to determine missing information
- Data Collection - Determining & collection of additional information (super & insurance research activity)
- Contacting the adviser for clarification / additional information
- Report Generation & editing
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