Assistant Financial Planner

2 weeks ago


Allahabad, Uttar Pradesh, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000

Job Description:

The ideal candidate will assist with financial planning and advisory services, manage client relationships, conduct market research, prepare financial reports, and support senior financial advisors.

Key responsibilities include analyzing financial data, preparing investment strategies, and providing excellent customer service to clients.

They must possess strong analytical skills, be able to work independently, and demonstrate a high level of professionalism at all times.



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