Financial Planner Executive

As a Financial Analyst at Holistic Investment Planners Private Limited, your role involves analyzing client requirements and gathering necessary financial data. You will be responsible for evaluating financial information such as income, expenses, loans, insurance, and investments. Conducting feasibility analysis to help clients achieve their financial goals is a key aspect of your job. Additionally, you will be preparing comprehensive financial reports and reviewing client portfolios at regular intervals. Qualifications Required: - Bachelor's degree in Finance, Economics, or related field - Strong analytical skills - Knowledge of financial planning principles - Excellent communication and interpersonal skills Holistic Investment Planners Private Limited is a fee-based financial planning and wealth management company based in Chennai with a rich history of 16 years in the industry. The company boasts a diverse network of clients worldwide and has been recognized with the Best Financial Advisor Award for South India by CNBC TV 18 in 2012.,