Senior Financial Planner

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

financial planning or investment planning experience, CFP - certified financial planner: A financial planner's responsibilities may also include: - Analyzing the company's financial status - Working with a team to keep track of records and file updates - Maintaining relationships with clients and departments - Acting as a liaison to insurance providers and...

**Financial Planner** **Experience: 1+ Year** **Responsibilities**: **Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.** **Coordination with clients: Assist in gathering client data and communicating with clients to understand...

Job Description: Experience: 1 Year Education & Certification: Bachelor's Degree in Finance or Related Field CFP / NISM 10(A) / NISM 10(B) **Skills**:Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to...

We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3-5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...

Job Title: Strategic Financial PlannerAs a highly skilled financial professional, you will play a vital role in driving business growth and success by effectively managing the organization's financial health and stability.Key Responsibilities:Develop and implement strategic financial plans to enhance profitability and drive business performance.Utilize...

' :: , | ‐Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you'll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice. You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and...

Job Title: Senior Space Planner">We are seeking a highly skilled and creative Senior Space Planner to join our team. As a key member of our design department, you will be responsible for crafting innovative designs that meet the needs of our clients.">About the Role:">Create visually appealing and functional space plans that align with our clients'...

' : : , | ‐ Are you passionate about helping clients achieve their financial aspirations? As a Financial Planner, you'll build tailored financial strategies, manage client portfolios, conduct reviews, and deliver expert investment advice.You'll play a pivotal role in ensuring clients meet their financial goals through comprehensive planning and...

Job Overview: We are seeking an experienced Paraplanning Professional to join our elite team. As a senior-level professional, you will independently manage complex tasks, work in a fast-paced environment, and contribute to the strategic development of advice solutions.Key Responsibilities:Paraplanning & Advice Support:Prepare compliant Statements of Advice...