Finance Executive / Team Leader

As a Financial Planning Support at apna.co, your role involves providing financial planning support to clients, assisting investment professionals in cultivating client relationships, and ensuring the accuracy of financial plans. You will also be responsible for responding to prospective customer queries about financial planning and offering subject matter expertise to fellow Financial Advisors. Key Responsibilities: - Provide financial planning support to clients - Support investment professionals in cultivating client relationships - Prepare financial plans and ensure their accuracy - Respond to prospective customer queries about financial planning - Assist in developing plans for the company - Offer subject matter expertise to fellow Financial Advisors Qualifications Required: - Bachelor's degree in Finance, Business, or related field - Proven experience in financial planning or related field - Strong attention to detail and accuracy - Excellent communication and interpersonal skills - Ability to work collaboratively in a team environment Please note that the provided job description is from apna.co. As a Financial Planning Support at apna.co, your role involves providing financial planning support to clients, assisting investment professionals in cultivating client relationships, and ensuring the accuracy of financial plans. You will also be responsible for responding to prospective customer queries about financial planning and offering subject matter expertise to fellow Financial Advisors. Key Responsibilities: - Provide financial planning support to clients - Support investment professionals in cultivating client relationships - Prepare financial plans and ensure their accuracy - Respond to prospective customer queries about financial planning - Assist in developing plans for the company - Offer subject matter expertise to fellow Financial Advisors Qualifications Required: - Bachelor's degree in Finance, Business, or related field - Proven experience in financial planning or related field - Strong attention to detail and accuracy - Excellent communication and interpersonal skills - Ability to work collaboratively in a team environment Please note that the provided job description is from apna.co.