Financial Planning Administration

13 hours 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.

  • Financial Administrator

    2 weeks ago

    Bengaluru, Karnataka, India Computershare Full time

    **Location**:Bangalore, India (Hybrid) This is a hybrid position based in Bangalore, India. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. **Note: Shift...

  • Financial Planning

    2 weeks ago

    Bengaluru, Karnataka, India Tata Consultancy Services Full time

    **Walk-in |TCS Bangalore Hiringfor Financial **Planning & **Analysis roles!** Greeting from TCS! **Desired **Experience: 3 - 10 Years** **Job Location: Bangalore** **Min. Education Criteria: Bachelor-s Degree atany discipline** **Shift: Should be comfortablewith Night & rotational shift** **Role: Financial Planning &Analysis** **JobDescription**: 1....

  • Financial Planning and Analysis

    2 weeks ago

    Varthur, Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** Job Title** Finance & Business Management - P&A - Associate (601) **Short Description** Financial Analysis is responsible for strategic financial reporting and advising CFOs on how to increase profitability and efficiencies The Global Real Estate (GRE) Finance team sits within the Chief Administrative Office Finance team. It is...

  • Financial Planner

    2 days ago

    Bengaluru, Karnataka, India FINPLIFI FINANCIAL PLANNERS AND CONSULTANTS Full time

    Needs to be Certified Financial Planner (CFP) certified. Skill Areas : Financial data gathering, Financial Data Analysis, Financial Planning, Mutual Fund Selection, Capital Markets, PMS, Stocks, Banking and Finance, Lead Management, MS Excel, Client Interaction. **Job Types**: Full-time, Permanent Pay: ₹25,000.00 - ₹30,000.00 per...

  • Financial Planning

    2 weeks ago

    Bengaluru, Karnataka, India Invisor Consulting Services Ltd Full time

    **Key Responsibilities** - Prepare, analyze, and present monthly & quarterly financial reports and forecasts. - Assist in budgeting, long-range planning, and variance analysis. - Work closely with cross-functional teams for financial modeling and business case analysis. - Drive accurate and timely consolidation of financial data using Advanced Excel. -...

  • Financial Administrator

    7 days ago

    Bangalore, Karnataka, India Computershare Full time

    Location Bangalore India Hybrid This is a hybrid position based in Bangalore India We re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office giving you the option to work remotely for some of your working week Note Shift timings will be 6 00pm to 3 00am IST We give you a world of potential...

  • Financial Planning

    4 days ago

    Bengaluru, Karnataka, India JPMorgan Chase Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.As a Financial Planning & Analysis Associate within the Financial Analysis team, you will be responsible for managing annual and continual financial planning activities for product areas. You will provide business rationale and decisions for...

  • Financial Administrator

    1 week ago

    Bengaluru, Karnataka, India Open Text Corporation Full time

    **Financial Administrator - Procurement Ops**: - Req id: 39763- Bangalore, KA, IN**OPENTEXT** OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the...

  • Associate - Financial Planning and Analysis

    2 weeks ago

    Varthur, Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** Job summary: The Global Real Estate (GRE) Finance team sits within the Chief Administrative Office’s Finance & Business Management division. This team analyzes key components of the Firm’s corporate real estate portfolio including capital and expense planning, balance sheet forecasting, headcount planning, and portfolio occupancy. It...

  • Financial Planning

    1 week ago

    Bengaluru, Karnataka, India ABB Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    This Position reports to: Financial Planning & Analysis Team LeadYour role and responsibilitiesDevelop and maintain interactive dashboards and reports using Power BI.Performing closing activities and MIS reports for the respective business / functions.Working with the other financial professionals in Divisions / Hubs / Countries / Functions to understand and...