Certified Financial Planner

Roles & Responsibilities :

• Coordinating new client onboarding process with the back office team
• Data gathering and Financial plan creation within agreed TAT and as per process checklists
• Presentation of draft and final plans
• Portfolio reviews and recommendations
• Presentation of portfolio reviews and investment recommendations / exits to clients within agreed turnaround time lines
• Coordination with Senior Advisors / Wealth Managers and Back Office team for implementation of advice
• Aid in queries linked to clients financial plan and / or portfolio recommendations
• Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports
• Research software integration for client reports
• Maintenance of planning and review calendars
• Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)
• Providing clients with information on new and existing products and schemes in coordination with Research / Seniors
• Sharing the macro views on global / local economy, and local / global financial markets with clients during meetings
• Sharing research / investment updates with clients on an ongoing basis during meetings
• Website content and social media content maintenance with planner insights