Financial Planning Associate

Company Description

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Role Description

This is a full-time on-site role for a Para Financial Planner located in the Mumbai Metropolitan Region. The Para Financial Planner will assist in creating comprehensive financial plans, analyzing client portfolios, supporting personal financial planning strategies, and providing recommendations on retirement planning. The role involves collaboration with senior financial planners and coordination with clients to gather necessary financial information and offer insights to aid them in achieving their financial goals.

Qualifications

• Strong knowledge of Financial Planning and Personal Financial Planning
• Understanding of Retirement Planning strategies
• Certified Financial Planner (CFP) certification is preferred
• Proficiency in Finance-related concepts and tools
• Excellent communication and organizational skills
• Ability to work collaboratively in a team-oriented environment
• Bachelor’s degree in Finance, Economics, or a related field
• Knowledge of financial regulatory compliance is beneficial