Financial Planner

2 hours 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

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