Financial Planner

5 days ago

Nashik Maharashtra, India Munificent Tech Services Pvt Ltd Full time

About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

**Immediate joining**

**Shift Timings -**

**11AM to 8PM**

**10 AM to 7PM**

**7:30 AM to 4:30PM**

Our vision is to be the go-to outsourcing partner, embodying optimism, transparency, commitment, and integrity in all we do. Join us in shaping India’s role as a leading Knowledge Process Outsource (KPO) destination while fostering growth for our team, partners, and community.

Primary Responsibilities:

- Collaborate with advisers to receive task assignments and understand project requirements.
- Accurately document task requests in the Smart Sheet for seamless task tracking.
- Thoroughly comprehend the needs and expectations of end users and advisers, ensuring alignment with the provided advice.
- Review End Users' details to identify any missing information and initiate corrective actions
- Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.
- Liaise with Advisers to seek clarifications or obtain additional information as needed.
- Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights.

Minimum Requirements:

- Graduate/Postgraduate in finance or a relevant degree.
- Strong background in financial planning, investment, and insurance.
- **Exceptiona**l command over the English language
- Profound understanding of the financial planning process.
- Meticulous attention to detail.
- Excellent report-writing skills.
- Ability to work independently, manage multiple tasks, and meet deadlines.

Certifications and added skills:

- Possession of a Certified Financial Planner (CFP) designation is a definite advantage.
- Additional certifications from reputable institutions such as FPSB, NCFM, etc., are preferred.
- Outstanding verbal and written communication skills.
- Proficient in using MS Word and Excel.
- Sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areas

**Benefits**:

- Competitive salary and benefits package.
- Opportunity to work in a dynamic and supportive environment.
- Collaborate with experienced professionals in the financial services industry.
- Access to ongoing training and professional development opportunities.

Munificent Tech Services (MTS) is an equal opportunity employer. We value diversity and strive to create an inclusive workplace for all individuals.

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Schedule:

- Day shift
- Fixed shift
- Monday to Friday
- Morning shift
- UK shift
- US shift

Ability to commute/relocate:

- Nashik, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (required)

**Experience**:

- Financial planning/paraplanning: 1 year (preferred)

Shift availability:

- Day Shift (required)

  • Financial Planner

    1 week ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

  • Financial Planner

    2 weeks ago

    Nashik, Maharashtra, India Munificent Tech Services Pvt Ltd Full time

    Para Planner/Financial Planner Minimum RequirementsGraduate/Postgraduate in finance or relevant degree.Fresher/experience Financial planning/Investment/InsuranceUnderstanding of the financial planning process.Attention to detail.Good report writing skills.Strong command over English.Ability to work independently and multitask.Knowledge & SkillsCFP an added...

  • Financial Planner

    2 weeks ago

    Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time

    **Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

  • Financial Planner

    5 days ago

    Nashik, Maharashtra, India Valenta AI Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    3 days ago

    Nashik, India Munificent Tech Services Pvt Ltd Full time

    About Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and...

  • Financial Planner

    2 weeks ago

    Mumbai, Maharashtra, India SSterling Workforce Enterprises Private Limited Full time

    **Location - Lower Parel** **Skills**: Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and...

  • Junior Planner

    4 days ago

    Kharghar, Navi Mumbai, Maharashtra, India V-Financial Services Full time ₹ 2,16,105 - ₹ 4,32,210 per year

    About V-Financial ServicesV-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach.Role OverviewThe Junior Financial Planner will...

  • Financial Planner

    5 days ago

    Goregaon East, Mumbai, Maharashtra, India Bizaccenknnect Pvt. Ltd. Full time

    **Job description** **Profile - ** Financial Planner **Experience - **2 years - Must having excellent Communication - Must having Experience as financial Planner. - Deep Knowledge about Financial Planning. **Qualification** - Graduate **Certified - **CFP / CWM / NISM XA-XB. **( any of this must with Graduation )** **Location - **Goregaon East,...

  • Certified Financial Planner

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Network FP Full time

    Company DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...

  • Financial Planner

    2 weeks ago

    Chembur, Mumbai, Maharashtra, India SaffronBizz Solutions LLP Full time

    We have an excellent opportunity for the profile of **Financial Planner.** **Qualification**: CFP **Experience**: 3 - 5 years **Location**: Chembur The scope of work will include the following: - 1.Analyze clients’ financial status (e.g. income, expense, assets and liabilities) 2.Examine and suggest financial opportunities. (e.g. equity investments,...