Financial Planner

3 days 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 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

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person

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