![Bloom Consulting Services](https://media.trabajo.org/img/noimg.jpg)
Financial Planner
2 weeks ago
NA
Experience
**5 - 8 years**
Offered Salary
Notice Period
**Not Disclosed**
**Financial Planner**
**Responsible for providing holistic financial planning to clients**
**Role Description**
- **Help clients understand their personal finance by**:
- o Setting up meetings / calls with prospective clients and on-boarding them
- o Engaging with them over the phone, skype and/or in-person meetings to understand their financial goals, current financial position, cash flows etc.
- **Enabling them to get to a better place and fund their goals by**:
- o Drawing-up a detailed financial plan
- o Doing asset allocation across long-term and short-term goals, into appropriate asset classes of equity and debt
- o Comprehensively document interactions and the advice being provided
- **One or more of these certifications completed and currently valid**:
- o Investment Adviser X-A and X-B certifications from NISM, or
- o Certified Financial Planner (CFP) from FPSB, or
- o Chartered Financial Analyst (CFA) from CFA Institute
- **Academic qualifications and experience of either of these**:
- o A bachelor’s degree in any discipline along with five years work experience in financial advisory, asset management or portfolio management, with ideally at least one year’s experience in financial planning; or
- o A post-grad (master’s) degree or professional degree (MBA) in any of these fields: finance, accounting, management, commerce, economics, capital markets, banking, insurance or actuarial sciences, which includes at least a year of financial planning experience
- ** Excellent English communication skills, and preferably, one additional language
-
Financial Planner
2 months ago
India Bloom Consulting Services Full time**Financial Planner ( Job ID : 000000263 )**: NA Experience **5 - 8 years** Offered Salary Notice Period **Not Disclosed** **Financial Planner** **Responsible for providing holistic financial planning to clients** **Role Description** - **Help clients understand their personal finance by**: - o Setting up meetings / calls with prospective clients...
-
Assistant Financial Planner
3 weeks ago
india TBNG Capital Advisors Full timeAbout 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...
-
Senior Financial Planner
2 months ago
india Elevate Partners Full timeJob Description We are currently working with a leading Wealth Management firm who are looking to hire a Senior Financial Planner. This role will sit within Private Clients and work as part of a team of in-house financial planning experts with the client’s dedicated investment adviser to drive positive outcomes for existing clients and new prospects.Role...
-
Remote Vacation Planner
4 weeks ago
india Your RAD Travels Full timeJob Description This is a remote position. Are you an entrepreneur looking to turn your passion for travel into a rewarding business venture? Are you a travel enthusiast eager to share your love for exploring new destinations with others? Or are you simply seeking a flexible side hustle that allows you to work on your terms?Imagine the thrill of turning...
-
Remote Vacation Planner
6 days ago
india Your RAD Travels Full timeJob Description This is a remote position. Are you an entrepreneur looking to turn your passion for travel into a rewarding business venture? Are you a travel enthusiast eager to share your love for exploring new destinations with others? Or are you simply seeking a flexible side hustle that allows you to work on your terms?Imagine the thrill of turning...
-
Principal Network Planner
3 weeks ago
india Oracle Full timePrincipal Network Planner for Oracle Cloud Infrastructure to help us expand and scale the next generation of Oracle Cloud services. Our Global Network Planning Group is responsible for strategic decisions that impact network provider selection, network infrastructure investments, and new market entry. A Network Planner must have a blend of business...
-
Principal Network Planner
2 months ago
india Oracle Full timePrincipal Network Planner for Oracle Cloud Infrastructure to help us expand and scale the next generation of Oracle Cloud services. Our Global Network Planning Group is responsible for strategic decisions that impact network provider selection, network infrastructure investments, and new market entry. A Network Planner must have a blend of business...
-
Edelman Financial Engines
6 days ago
india FENL IT SERVICES FINANCIAL ENGINES LLP Full timeJob Description: At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity...
-
Middle Demand Planner
7 days ago
India EPAM Systems Full timeIndia We are seeking a **Middle Demand Planner** to join our remote team. This role belongs to the Demand Planning sub-team of the Replenishment Excellence team. You will be responsible for ensuring the generation of a high-quality system forecast with finely tuned parameters and models in the planning system, Blue Yonder Supply Chain Planning &...
-
Manager - S & OP Planner
1 month ago
india DIAGEO India Full timeJob Posting Title Manager - S&OP Planner Context/Scope: Regional Replenishment Planner is a key managerial position responsible for S&OP function within the region. Regional Replenishment Planner collaborates closely with Supply & Commercial function for western region. Role plays an essential role in the supply chain function by using analytical,...
-
Capacity Planner/ Resource Planner
2 months ago
india Aptino, Inc. Full timePosition : Resource Planner Location : Pune OR Gurugram (Work from office) Work Timing : US time zone (Night Shift) i.e. 6:30 pm – 3:30 am IST Role and Key Responsibilities Work with Partner/Client workforce management team and operations to create, update and maintain staffing and budget planning models. Analyze the contact center data and create...
-
Financial Accountant
2 weeks ago
india T S Project Eagle Full timeJob Description ALTERNATE TITLES Finance Manager, Financial Accountant & Analyst, Financial Planner & AccountantDEPARTMENT FinanceCOMPANY Project XREPORT TO CEOWe are looking for a skilled financial accountant and analyst to maintain our financial records, including purchases, sales, receipts and payments.Job duties include working closely with...
-
Supply Network Planner
1 month ago
india Biocon Biologics Full timeRole / Position Title: Supply Network Planner Function: Global Supply Planning POSITION SUMMARY The primary role of the network planner is the creation of an optimized supply plan, each month for the medium- & long-term horizon. The supply plan must ensure continuous and efficient supply of finished goods (FG) products to customers, using a minimum...
-
Construction Planner
8 hours ago
india BPIC Network Full timeJob Description We have a great opportunity for a Construction Planner to join our team within Vistry West London based at our office in Ealing, London. As a Construction Planner you will provide support to the Construction Department and interface with other Departments (ie Development, Technical, Finance and Commercial) during all phases of a project....
-
Middle Demand Planner
7 days ago
India EPAM Systems Full timeIndiaWe are seeking a Middle Demand Planner to join our remote team.This role belongs to the Demand Planning sub-team of the Replenishment Excellence team. You will be responsible for ensuring the generation of a high-quality system forecast with finely tuned parameters and models in the planning system, Blue Yonder Supply Chain Planning & Optimization...
-
Principal Network Planner
3 weeks ago
India Oracle Full timeThis network planning role must have significant experience in the broader Asia market, with strong supplier relationships and local infrastructure knowledge. You will be expected to develop correct technical solutions with our partners, and communicate those recommendations internally. A planner should have strong written and verbal communication skills and...
-
Associate Planner
7 days ago
India MillerKnoll Full timeWhy join us? Our purpose is to design for the good of humankind. It’s the ideal we strive toward each day in everything we do. Being a part of MillerKnoll means being a part of something larger than your work team, or even your brand. We are redefining modern for the 21st century. And our success allows MillerKnoll to support causes that align with our...
-
Supply Planner
3 weeks ago
india Metayb Full timeCompany Overview: Metayb is one of the largest and fastest growing advisory firms specializing in technology, process and platform. It enables leaders to envision, implement and realize the benefits of digital transformation in the areas of Finance, Supply Chain, Big Data and Analytics and other cutting edge domains like AI and ML. Companies that are...
-
AU Para Planning Assistant | ZR_383_JOB
2 weeks ago
india PeoplePartners Inc Full timeJob Description This is a remote position. Job Overview: We are seeking a highly motivated and detail-oriented individual to join our team as a Para Planner. The Para Planner will work closely with our Financial Planner to support the delivery of comprehensive financial advice to our clients. The successful candidate will be responsible for conducting...
-
AU Para Planning Assistant
7 days ago
India PeoplePartners Inc Full timeJob Description This is a remote position. Job Overview: We are seeking a highly motivated and detail-oriented individual to join our team as a Para Planner. The Para Planner will work closely with our Financial Planner to support the delivery of comprehensive financial advice to our clients. The successful candidate will be responsible for conducting...