Associate Financial Planner

Company

Description

• Analyze and assess the clients overall financial situation, understand their requirements and develop a comprehensive financial plan.
• Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long-term goals.
• Initiate client’s meetings, plan presentations and continuous interaction with the client in relation to the financial planning process.
• Managing client communications pre and post planning phase & suggesting innovation in planning and work process.
• Monitoring efficiency of the team, highlight deviations and specific constraints for not achieving targets.
• Being able to keep up and learn things quickly in the fast-paced environment and efficiently managing regular changing of priorities.
• Accuracy, attention to detail and ability to explain complex information clearly and simply.
  

Qualifications

Experience