Financial Planner

2 days ago

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

**Financial Planner**

**Experience: 1+ Year**

**Responsibilities**:
**Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and retirement planning.**

**Coordination with clients: Assist in gathering client data and communicating with clients to understand their financial goals, objectives, and concerns.**

**Working on Investment Plan & Financial Plan: Collaborate with Financial Planners to develop personalised financial plans tailored to meet client needs and objectives.**

**Research: Conduct research on various financial products, investment strategies, and market trends to support decision-making processes.**

**Portfolio Management: Assist in portfolio construction and asset allocation strategies based on client risk tolerance, time horizon, and financial goals.**

**Documentation: Prepare client presentations, financial reports, and documentation necessary for client meetings and reviews.**

**Compliance: Ensure compliance with regulatory requirements and company policies in all aspects of financial planning and client interactions.**

**Continuous Learning: Stay abreast of industry trends, regulatory changes, and best practices in financial planning through ongoing professional development and training.**

**Requirements**:
**Bachelor's degree in Finance, Economics, Business Administration, or related field.**

**Previous experience in a financial planning or wealth management role preferred.**

**Strong analytical skills with the ability to interpret complex financial data.**

**Excellent communication and interpersonal skills.**

**Proficiency in financial planning software and Microsoft Office suite.**

**Detail-oriented with a high level of accuracy.**

**Ability to work independently and collaboratively in a fast-paced environment.**

**Relevant certifications such as CFP (Certified Financial Planner) will be plus**

**Skills**:
**Strong Knowledge in MS Office**

**Good Communication Skills**

**Client Handling**

**Financial Planning**

**Strong Understanding of the Investment Business**

**Education & Certification**:
**Bachelor's Degree in Finance or Related Field**

**CFP / NISM 10(A) / NISM 10(B)**

Pay: ₹20,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

Work Location: In person

  • 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...

  • Junior Planner

    1 day 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

    7 days 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,...

  • Financial Planner

    2 days ago

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

    Job Role: Para Planner/Financial Planner Experience: Fresher/Experience Location: Nashik Minimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Minimum 1-year experience within the financial planning/Investment/Insurance. 3. Understanding of the financial planning process. 4. Attention to detail. 5. Good report writing skills. 6....

  • Certified Financial Planner

    2 days ago

    Mumbai, Maharashtra, India Planyourworld Training Academy Private Limited Full time

    Job Title: Certified Financial Planner Company Overview: Planyourworld Training Academy Pvt. Ltd. is dedicated to spreading financial literacy and empowerment. We provide comprehensive financial education to help individuals and families take control of their financial futures. Job Summary: **Salary**: - CTC from 10 to 15 lacs + performance...

  • Financial Planner

    7 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...

  • Fintoo - Senior Financial Planner

    8 hours ago

    Mumbai, India FINTOO Full time

    Senior Financial PlannerFinancial Planning:- Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.- Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances.- Monitor and review financial...

  • Financial Planner

    7 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

    2 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...

  • Financial Literacy Curriculum Planner

    3 days ago

    Mumbai, Maharashtra, India Orchids The International School Full time

    **Job Title**: Financial Literacy - Curriculam Planner **Location**: Bangalore, Mumbai **Job Type**: Full-time **Overview**: **Responsibilities and Duties**: Research on current pedagogy in the educational world. Plan age-appropriate topics to be taught Write, design and review textbooks/workbooks. Review lesson plans and teaching resources. Design...