Financial Planning Assistant

5 months ago

Mumbai Maharashtra, India Manek Financial Advisors Pvt Ltd Full time

The Financial Planning Associate will play a crucial role in supporting our team of experienced financial planners in developing and implementing effective financial strategies for our clients. This position offers an excellent opportunity for a detail-oriented professional with a strong passion for financial planning and client service.

**Responsibilities**:
**Client Relationship Management**:

- Collaborate with financial planners to establish and nurture strong client relationships.
- Communicate with clients to gather necessary financial information and documents.
- Provide excellent customer service by addressing client inquiries and concerns.

**Financial Analysis**:

- Assist in conducting comprehensive financial analyses to evaluate clients' current financial status.
- Utilise financial planning software and tools to model various scenarios and projections.
- Identify opportunities for improving clients' financial positions.

**Plan Development**:

- Support financial planners in creating personalised financial plans based on clients' goals and objectives.
- Prepare presentations and reports to articulate complex financial concepts in an accessible manner.
- Ensure accuracy and completeness of financial plans.

**Regulatory Compliance**:

- Stay updated on industry regulations and compliance standards.
- Assist in ensuring all financial planning activities adhere to regulatory requirements.

**Market Research**:

- Stay informed about market trends, investment products, and financial planning best practices.
- Contribute to the development of new financial planning strategies based on market insights.

**Administrative Support**:

- Assist in managing schedules, appointments, and client communications for the financial planning team.
- Collaborate with other departments, such as operations and compliance, to streamline processes.

**Qualifications**:

- Post graduate degree in Finance, Business, or a related field.
- 0 to 1 year of experience in financial planning or a related role.
- Knowledge of financial planning principles, investment strategies, and risk management.
- Proficient in financial planning software and tools.
- Strong communication and interpersonal skills.
- Detail-oriented with excellent organisational and time-management abilities.
- Ability to work collaboratively in a team-oriented environment.
- Relevant industry certifications (e.g., CFP, NISM XA-XB) is a plus.

**Job Types**: Full-time, Permanent, Fresher

**Salary**: From ₹200,000.00 per year

Schedule:

- Day shift

**Education**:

- Master's (required)

License/Certification:

- CFP (required)

Work Location: In person

**Speak with the employer**
+91 9322574914

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