Financial Planner

You will be joining Insurance and Finance Pvt Ltd. in a full-time hybrid role as a Financial Planner based in Bijapur, with the flexibility of working partially from home. As a Financial Planner, your primary responsibility will be to create comprehensive financial plans for clients, offer personalized financial planning services, and assist clients in their retirement planning endeavors. Your duties will involve evaluating the financial status of clients, suggesting suitable financial products and services, and nurturing lasting client relationships to ensure the achievement of their financial objectives. To excel in this role, you should possess strong competencies in Financial Planning, Personal Financial Planning, and Retirement Planning. A Certified Financial Planner certification would be highly valued. A solid foundation in Finance and relevant financial services, exceptional analytical and problem-solving abilities, outstanding interpersonal and communication skills, and the capacity to work effectively both independently and collaboratively are essential. Prior experience in the insurance and finance sector is beneficial. A Bachelor's degree in Finance, Economics, Business, or a related discipline would be advantageous for this position. If you believe you meet the qualifications and are enthusiastic about providing financial guidance and support to clients, we encourage you to apply for this exciting opportunity. For further details and to start the application process, please contact HR at Insurance and Finance Pvt Ltd., represented by Vikram D at 8108309971.,