Senior Financial Planner

5 days ago


Rajkot, Gujarat, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 75,00,000
Job Description

We are seeking skilled professionals to join our team in financial planning and analysis.

The ideal candidate will have a strong background in finance and be able to conduct thorough research on UK investments and pension products.

Responsibilities include:

  • Developing and implementing retirement planning strategies
  • Analysing client financial situations and providing tailored recommendations
  • Collaborating with financial advisors to ensure alignment with financial goals
  • Preparing comprehensive reports

Key Requirements

  • Candidates should reside in or around the Rajkot region and be willing to relocate
  • Exceptional English communication skills, both verbal and written
  • Financial qualification with a background in Financial Planning or a strong aspiration for it
  • Proficiency in preparing detailed reports
  • Ability to work effectively in a team environment

Benefits

We offer a dynamic and supportive work environment that allows employees to grow professionally and personally.

What We're Looking For

We are looking for individuals who are passionate about finance and eager to learn and grow with our company.



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