Assistant Financial Planner

2 weeks ago

delhi, India TBNG Capital Advisors Full time
About Us:
Who?
We are TBNG, a SEBI Registered Investment Advisory Firm . Our extensive experience in the investment advisory business spans over successful and proficient 2 decades. We have mentored a myriad of entrepreneurs, professionals, business heads and families.
What?
We are investment advisors with no strings attached; we act independently and are not affiliated to specific investment products. We present you with solutions, solve your financial dilemmas and provide exceptional service to meet your goals and objectives. Our unbiased investment advice is unparalleled.
How?
Our teams combined experience encompasses over 3 decades of professional competence, strong ethics and constructive advice in wealth creation. Our meticulous approach to appropriately allocate your resources in alignment with your goals ensures you are in complete control of your well-heeled financial future.
Personalized Financial Planning
Wealth Management
NRI Investment Service
Job Description:
We are seeking a dynamic and detail-oriented individual to join our team as a Para Planner. As a Para Planner, you will work closely with our Financial Planners and Investment Advisors to provide comprehensive support in developing and implementing financial plans for our clients.
Experience: Fresher / 1 Year
Education & Certification:
Bachelor's Degree in Finance or Related Field
CFP / NISM 10(A) / NISM 10(B)
Skills:
Strong Knowledge in MS Office
Good Communication Skills
Client Handling
Financial Planning
Strong Understanding of the Investment Business
Responsibilities:
Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.
Coordination with clients: Assist in gathering client data and communicating with clients to understand their financial goals, objectives, and concerns.
Working on Investment Plan & Financial Plan: Collaborate with Financial Planners to develop personalised financial plans tailored to meet client needs and objectives.
Research: Conduct research on various financial products, investment strategies, and market trends to support decision-making processes.
Portfolio Management: Assist in portfolio construction and asset allocation strategies based on client risk tolerance, time horizon, and financial goals.
Documentation: Prepare client presentations, financial reports, and documentation necessary for client meetings and reviews.
Compliance: Ensure compliance with regulatory requirements and company policies in all aspects of financial planning and client interactions.
Continuous Learning: Stay abreast of industry trends, regulatory changes, and best practices in financial planning through ongoing professional development and training.
Requirements:
Bachelor's degree in Finance, Economics, Business Administration, or related field.
Previous experience in a financial planning or wealth management role preferred.
Strong analytical skills with the ability to interpret complex financial data.
Excellent communication and interpersonal skills.
Proficiency in financial planning software and Microsoft Office suite.
Detail-oriented with a high level of accuracy.
Ability to work independently and collaboratively in a fast-paced environment.
Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) a plus.

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