Senior Financial Planner

6 days ago

Pune, Maharashtra, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 1,50,00,000
Financial Planning Expert

We are seeking a skilled Financial Planning Expert to join our team. As a key member of our financial services division, you will play a crucial role in helping clients achieve their long-term financial goals.

About the Role:
  • Develop a deep understanding of our financial philosophy and approach to effectively align client needs with tailored solutions.
  • Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position.
  • Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy.
  • Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant.
  • Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
  • Create and deliver timely reminders and communications to encourage clients to take recommended financial actions.
Requirements:
  • Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights.
  • Collaborative mindset with a focus on achieving results through teamwork and client-centric execution.
  • Structured and methodical approach to thinking and execution with strong attention to detail.
  • Comfortable working in agile, fast-paced environments with adaptability to shifting priorities.
Benefits:

Our team offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.

This is a great opportunity for someone looking to build a successful career in financial planning and services.

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