Financial Planning Specialist

15 hours ago

Bhavnagar, Gujarat, India beBeeFinance Full time ₹ 6,00,000 - ₹ 10,00,000

Job Description:

As a valued member of our team, you will play a crucial role in assisting with financial planning and advisory services. Your primary responsibility will be to collaborate with senior financial advisors to develop comprehensive financial plans tailored to meet the unique needs of our clients.

Responsibilities:

  • Financial Planning and Advisory Services: You will assist in analyzing client data, identifying areas for improvement, and providing actionable recommendations to drive business growth.
  • Client Relationship Management: Building and maintaining strong relationships with clients is essential. You will work closely with clients to understand their financial goals and objectives, and provide solutions that address their specific needs.
  • Market Research: Conducting thorough market research enables us to stay ahead of industry trends. You will analyze competitor activity, identify opportunities for growth, and provide strategic insights to inform our decision-making process.
  • Financial Reporting: Accurate and timely financial reporting is critical to our success. You will prepare comprehensive financial reports, including income statements, balance sheets, and cash flow statements.
  • Support Senior Financial Advisors: You will provide administrative support to senior financial advisors, ensuring seamless day-to-day operations and enabling them to focus on high-level tasks.

Requirements:

  • A bachelor's degree in finance, economics, or a related field. An MBA in finance will be an added advantage.
  • Strong analytical skills and ability to analyze complex financial data.
  • Excellent written and verbal communication skills.

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