Financial Planning Specialist

18 hours ago

Kurnool, Andhra Pradesh, India beBeeFinancialPlanning Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Financial Planning Professional

We are seeking a seasoned Financial Planning expert to join our team as a trusted advisor for affluent clients.

About the Role:

The ideal candidate will leverage their expertise in financial planning and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term relationships with high-net-worth individuals.

In this role, you will conduct in-depth financial assessments, develop comprehensive financial plans, and optimize portfolios for tax efficiency and long-term growth.

Key Responsibilities:
  • Client Relationship Management: Build and maintain strong, trust-based relationships with affluent clients, acting as their primary point of contact for all financial matters.
  • Financial Planning: Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
  • Portfolio Management: Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
  • Financial Assessment: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Comprehensive Financial Plans: Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Tax Efficiency: Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.
  • Technological Innovation: Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
  • New Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
  • Industry Representation: Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
Requirements:
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certifications: Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • Experience: Minimum of 5 years of total experience in financial planning and wealth management in India.
  • Relationship Management: At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
  • High-Net-Worth Client Relationships: Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).
  • Indian Financial Products: Strong knowledge of Indian financial products, tax laws, and investment vehicles.
  • Financial Planning Tools: Expertise in financial planning tools and software.
  • Interpersonal Skills: Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.

  • Financial Planning Manager

    3 days ago

    Kurnool, Andhra Pradesh, India beBeeFinance Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Financial Operations SpecialistWe are seeking a detail-oriented and analytical professional to manage financial planning, data analysis, fundraising support, and investor relations at both project and group levels. The role requires a strong foundation in financial modeling, fund-raising documentation, and compliance, along with the ability to...

  • Financial Planning Director

    1 day ago

    Kurnool, Andhra Pradesh, India beBeeAccountability Full time ₹ 30,00,000 - ₹ 45,00,000

    Job Summary:This is a high-level position that offers visibility with senior stakeholders, requiring excellent communication skills and the ability to manage a team. The ideal candidate will have a passion for gaining a big picture view of business operations and making contributions in financial planning.About the Role:Lead and mentor a team of...

  • Financial Planning and Analysis Expert

    3 days ago

    Kurnool, Andhra Pradesh, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000

    Financial Planning and Analysis ExpertThis is a full-time remote role for a Financial Planning and Analysis expert. The successful candidate will be responsible for developing and managing financial plans, analyzing data, preparing financial statements, and providing insights to support business decisions.Main Responsibilities:Strategic Planning: Develop and...

  • Financial Planning Expert

    3 days ago

    Kurnool, Andhra Pradesh, India beBeeAccountant Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    About the Role: As a Qualified Chartered Accountant, you will be responsible for leading financial reporting and compliance initiatives. Your expertise in IND AS and IFRS will ensure that our financial statements are accurate and timely. You will work closely with auditors to maintain compliance with accounting standards and regulatory requirements.This role...

  • Strategic Financial Planning Expert

    16 hours ago

    Kurnool, Andhra Pradesh, India beBeeFinancial Full time ₹ 16,87,500 - ₹ 21,45,000

    Senior Financial Planning Analyst Job OverviewThis is an exceptional opportunity to excel in a senior financial planning analyst role.The ideal candidate will have 5+ years of experience in FP&A or financial analysis, with expertise in leading financial planning, forecasting, and budgeting for global organizations.Key responsibilities include:Developing and...

  • Financial Planning Expert

    1 week ago

    Kurnool, Andhra Pradesh, India beBeeFinance Full time ₹ 18,00,000 - ₹ 25,00,000

    Job SummaryWe are seeking a highly skilled finance professional to work closely with senior management in shaping the organization's financial strategy. The ideal candidate should be confident in handling large volumes of data, providing actionable insights, and supporting decision-making through accurate and timely financial reporting.]The role will involve...

  • Financial Planning and Analysis Leader

    4 hours ago

    Kurnool, Andhra Pradesh, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 50,00,000

    About the RoleWe are seeking a seasoned Financial Planning and Analysis Leader to join our fast-paced team.This is an exciting opportunity for a highly skilled professional to shape our financial strategy, drive data-driven decision making, and lead cross-functional teams.Lead the development of annual budgets, forecasts, and long-term financial plans...

  • Financial Planning

    5 hours ago

    Kurnool, Andhra Pradesh, India beBeeFinance Full time ₹ 8,00,000 - ₹ 15,00,000

    FP&A Analyst Job DescriptionThe role of FP&A Analyst involves providing comprehensive and timely financial reporting to support the organization's strategic decision-making processes.Prepare monthly management reports and schedules, including key performance indicators (KPIs) to facilitate informed decision-making.Collaborate with finance stakeholders to...

  • Senior Financial Planning Analyst

    18 hours ago

    Kurnool, Andhra Pradesh, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000

    About Us: Delivering Business Value with SAP ConsultingWe are a leading consulting firm specializing in SAP-enabled transformation and business change.Our team of experts partners with clients across industries to leverage SAP's latest technologies, driving best-practice processes and real business outcomes.Role Overview: Experienced SAP Group Reporting...

  • Expert Financial Specialist

    5 days ago

    Kurnool, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,51,53,840 - ₹ 1,64,86,120

    Job OverviewThe International Solar Alliance is seeking a highly skilled Financial Specialist to join its dynamic team. As a critical leadership role, this position requires expertise in financial management and control functions.Main Responsibilities:Develop and implement the organization's financial strategy in alignment with its strategic...