Financial Planner
3 days ago
**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
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