Certified Financial Planner

**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...

Role OverviewAs a seasoned Financial Services Professional, you will play a pivotal role in providing expert financial planning and investment management services to clients.Collaborating with cross-functional teams, including Investment Experts, Financial Planners, and Tax Advisors, you will develop customized financial strategies tailored to each client's...

Job Description Role Description This is a full-time on-site role for an Event Planner in Ranchi. The Event Planner will be responsible for managing all aspects of event planning, including researching and selecting appropriate venues, coordinating with vendors, and managing event budgets. The role also involves developing and implementing sales strategies,...

Job Description Job Title - Paraplanner Job Description Preparation of Financial Plans: a) Assist advisers in preparation of suitability reports and annual review letters for clients. b) Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection. Client Support: c) Liaise with financial advisers to...

Roles & Responsibilities: Coordinating new client onboarding process with the back office team Data gathering and Financial plan creation within agreed TAT and as per process checklists Presentation of draft and final plans Portfolio reviews and recommendations Presentation of portfolio reviews and investment recommendations/exits to clients within agreed...

Job Description Company Description We suggest you enter details here. Role Description This is a full-time position for an Office Assistant based on-site in Pune. The Office Assistant will handle daily administrative tasks, support office staff with clerical activities, maintain office equipment, coordinate communications, and manage phone communications...

Company Description Bee Events specializes in crafting extraordinary, unforgettable celebrations that bring your vision to life with expert precision. We focus on every detail so our clients can enjoy their events with confidence and joy. Our commitment to excellence ensures seamless experiences that become cherished memories. Bee Events is passionate about...

Job Description Sandvik Mining and Rock Solution is a business area within the Sandvik Group and a leading global supplier of equipment, tools, service, and technical solutions for the mining industry. The product offering covers rock drilling, rock cutting, rock crushing, loading and hauling and materials handling. Scope The Maintenance Planner works...

Job Title: SAP FICO Consultant Location: Pune Experience: 5+ Years Industry Preference: Manufacturing Job Description: We are looking for an experienced SAP FICO Consultant with a strong background in the manufacturing industry. The ideal candidate will be responsible for implementing, supporting, and enhancing the SAP FICO module to ensure seamless...

Evaluate and support the delivery of business solutions that align with Ameriprise Information Security policies standards and best practices Candidate will be the single point of contact for assigned business projects for information security consulting engagements Performing internal audits supporting external audits and closing the identified gaps...