Certified Financial Planner - 4-6yrs

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