Financial Planner

Company Description

Antra IMF Pvt Ltd is dedicated to simplifying finance for individuals, families, and businesses with expert financial solutions. Committed to integrity, transparency, and a client-first approach, our team of licensed professionals delivers trusted advice without hidden fees. With decades of experience, we provide tailored financial solutions to help clients achieve their personal and business goals. Whether it's planning for retirement or scaling a business, we empower clients to grow and succeed.

Role Description

This is a part-time remote role for a Financial Planner. The Financial Planner will be responsible for working with clients to assess their financial situations, develop personalized plans, and guide them in achieving their financial goals. Key responsibilities include creating comprehensive financial strategies, assisting with retirement planning, identifying investment opportunities, and ensuring adherence to financial regulations. You will communicate with clients to provide informed advice and manage requirements effectively.

Qualifications

• Graduate
• Excellent communication and interpersonal skills to successfully engage with clients
• Analytical mindset with the ability to develop actionable recommendations
• Ability to work independently and manage responsibilities.
• Experience in providing client-specific investment or asset planning advice will be an advantage