Senior Financial Planner

1 day ago

Rajkot, Gujarat, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 10,00,000

We are seeking highly skilled finance professionals with a maximum of one year of experience in investment analysis and retirement planning.

Key Responsibilities:

  • Conduct thorough research on financial products and pension schemes in the UK market.
  • Develop and implement strategic plans to align clients' financial goals with their current situations.
  • Analyse client financial data to provide tailored recommendations that support their long-term well-being.
  • Collaborate with financial advisors to ensure seamless alignment with clients' objectives.
  • Prepare comprehensive reports detailing key findings and recommendations for clients.

Requirements:

  • Candidates should reside in or around Rajkot and be willing to relocate to the area if necessary.
  • Exceptional communication skills, both verbal and written, are essential for success in this role.
  • A strong background in financial planning or a relevant qualification is required.
  • Ability to work effectively in a team environment is crucial for delivering high-quality results.

Benefits:

  • Opportunity to work in a dynamic team environment.
  • Chance to develop skills and expertise in financial planning.

Others:

Candidates must have a strong passion for financial services and a willingness to learn and grow in their career.

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