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