Financial Planning Administration

3 days ago

Bengaluru Karnataka, India Valenta Full time

**Job Information**:
Industry
- Financial Services

Current Openings
- 1

Job Type
- Full time

Date Opened
- 05/13/2025

Work Experience
- 3-4 years

Salary
- 425000 to 500000

City
- Bangalore North

State/Province
- Karnataka

Country
- India

Zip/Postal Code
- 560097
- Role Dimensions
- Understanding concepts of financial planning.
- Understanding various super, pension, investment and insurance related laws and terminologies.
- Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
- Collating client data and product information from providers.
- Documenting of all reports and correspondence.
- Preparing financial calculations and detailed cashflow projections for different scenarios.
- Identify and obtain information necessary to complete financial plan.
- Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
- Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
- Call Investment, insurance providers to obtain clients investment details.
- Update and maintain all client data on a software.
Review and analyze statement of advice’s prepared by team members.
Primary Responsibility
- Receiving the task from the Advisers
- Capturing the task request into the Smartsheet
- Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
- Review of End Users details to determine missing information
- Data Collection - Determining & collection of additional information (super & insurance research activity)
- Contacting the adviser for clarification / additional information
- Data entry
- Report Generation & editing

**Requirements**:
Minimum Requirements
- Graduate/Post Graduate in finance or relevant degree.
- Minimum 2-3 years of experience within finance domain
- Understanding of the financial planning process.
- Attention to detail.
- Good report writing skills.
- Strong command over English.
- Ability to work independently and multi task

Knowledge & Skills- CFP an added advantage.- Any additional certifications from FPSB, NCFM etc preferred.- Leadership.- Sound communication skills.- Experience using MS-word and excel.- Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.- Self-motivated and able to take responsibility for own work.

**Benefits**:

- Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:

- Professional Certifications offered based on interest and career progression.
- Team Building Activities.
- Professional Development Training programs offered as part of Career Growth.
- Great Rewards and Recognition for star performers.
- Be part of a Centre of Excellence like no other.
- International Travel Opportunities - Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.
- Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).
- Join a World Class Organization that puts employees first.

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