Financial Planning Administration

2 months ago

Bhopal, India CORNERSTONES CREATORS PRIVATE LIMITED Full time

Role Dimensions
- Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc.
- Work on marketing collateral.
- Responding to clients regarding their queries.
- Prepare correspondence and paperwork for advisors.
- Preparing and maintaining documents and client files.
- Manage firm website, CRM, custodian statements, social media sites etc.
- Perform other allowable duties as assigned by the advisors and paraplanners.
- Assisting the clients with client presentations and any other activities as agreed.
- The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
- Preparation of quotes for requested Insurance providers.
- Preparation of meeting/ review documents and presentations for new and existing clients.

Preparation of fee forms and any other forms as required by the advisor.

Transcribe client voice notes into written documents.

**Requirements**:
Available to login at 5.30 am and in a later shift from office if required in future.

Minimum Requirements
- B. Com/B.Sc./MBA.
- 0-2 Years of experience in Financial Services. Knowledge in UK market is added advantage.
- Good Communication and presentation skills.

Knowledge & Skills
- Ability to deal with ambiguity.
- Customer centric approach and ensure that customers are serviced well.
- Detail-oriented with ability to prioritize and organize workflow.
- Self-starter and able to work independently.
- Flexible and willing to perform other tasks as assigned.
- Superior interpersonal, organizational and client service skills
- Ability to work in a fast-paced, high-intensity work environment

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹18,000.00 - ₹22,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Day shift
- Flexible shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Bhopal, Madhya Pradesh: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9425995151

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