Financial Planner

Job Role: Para Planner/Financial Planner

Experience

Fresher/

Experience

Location: Nashik

Minimum

Requirements & Details

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.      Strong command over English.
• 7.      Ability to work independently and multitask.
• Knowledge & Skills
• 1.      CFP an added advantage.
• 2.      Any additional certifications from FPSB, NCFM etc preferred.
• 3.      Sound communication skills.
• 4.      

Experience

• using MS-word and excel.
• 5.      Strong technical knowledge including insurance, mutual funds, trusts, taxation ect.
•   
• Primary

Key Responsibilities

• 1.      Receiving the task from the Advisers
• 2.      Capturing the task request into the Smart sheet
• 3.      Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
• 4.      Review of End Users details to determine missing information
• 5.      Data Collection - Determining & collection of additional information (super & insurance research activity)
• 6.      Contacting the adviser for clarification / additional information
• 7.      Report Generation & editing