Financial Services Specialist

1 day ago

Remote, India beBeeFinancialPlanning Full time ₹ 1,04,000 - ₹ 1,30,878
Job Summary

We are seeking a highly skilled and motivated Financial Services Specialist to join our team. The successful candidate will be responsible for providing financial planning services to clients, including creating personalized financial plans, collecting and analyzing client financial data, and preparing detailed financial reports.

Key Responsibilities:
  • Financial Planning: Assist clients in achieving their financial goals by creating comprehensive financial plans, taking into account their risk tolerance, investment objectives, and cash flow management.
  • Data Collection and Analysis: Gather and analyze client financial data, including income, expenses, investments, insurance, taxes, and retirement plans, to identify areas of improvement and opportunities for growth.
  • Financial Reporting: Prepare detailed financial reports, projections, and presentations to help clients make informed decisions about their financial resources.
  • Client Support: Coordinate with clients to gather required documentation, schedule meetings, and provide ongoing support to ensure the successful implementation of their financial plans.
Qualifications & Skills:
  • Bachelor's degree in Finance, Economics, Accounting, or related field.
  • 1–3 years of experience in financial planning, advisory, or related finance roles preferred.
  • Strong analytical and numerical skills, with proficiency in MS Excel, PowerPoint, and financial planning software.
  • Good communication and interpersonal skills, with the ability to work collaboratively in a team environment.
  • Certification such as CFP (Certified Financial Planner) is a plus.
Benefits:
  • Opportunity to work with a dynamic and experienced team.
  • Professional development and growth opportunities.
  • A competitive salary and benefits package.
How to Apply:

If you are a motivated and organized individual with a passion for financial planning, please submit your resume and cover letter for consideration.

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