Financial Planner Jobs – Apply to Latest Financial Planner Job Vacancies

Financial Planner -WFH Newday Hr Solution

2.0 - 4.0 years

1 - 2 Lacs

Kolkata

Hybrid

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

Posted 2 weeks ago

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Paraplanner Ambient Consultancy

2.0 - 7.0 years

3 - 6 Lacs

Chennai, Bengaluru, Mumbai (All Areas)

Hybrid

About this role: The Paraplanner Australia has responsibility for financial planner assistant (Australia) developing comprehensive advice documents for Planners/Advisers that are tailored, researched and technically accurate, and valuable to the client experience. 2+ years experience in assisting Australian Financial planner is essential. Please do NOT apply if you do not have this experience. Key Responsibilities: Handle administrative, implementation and other support tasks for the Financial Planning team Prepare and maintain client files on Xplan and on FYI Docs (as per the Service Standards). Assist with preparation of client meeting agendas and review packs. Knowledge of and comprehension of plans and strategies for wealth creation and wealth protection, retirement planning, etc. Assist with preparation of strategy summaries, development of wealth creation and/or retirement planning strategy. Assist with client personal risk assessment and providing recommendations on insurance options. Prepare Statements of Advice (SOAs) and Records of Advice (ROAs). Assist with implementation of client recommendations where required. Support FP team with client reporting, liaising with third parties (such as platforms, fund managers etc.) Review other documentation prepared by the admin team (eg. FDS, Client Service Agreements, monthly reports, etc) Knowledge of relevant current Australian Income Tax Law, FPA Standards and Ethics, Corporations Law, Centrelink and social welfare requirements etc. Prepare long-term cash flow projections and models, and other financial modelling as required Maintain and update model portfolios. Other responsibility : Champion User of; Adobesign, Xplan, Mid winter and Adviser Os

Posted 2 weeks ago

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Wealth Manager AVE-Promagne Business Solutions

1 - 6 years

10 - 18 Lacs

Nasik

Work from Office

Requirement for a Relationship Manager who shall be responsible for Monitoring and addressing HNI and UHNI clients Investment requirements and will help clients achieve their Financial Goals through strategic portfolio analysis and suggesting them with right investment products. The role requires the candidate to be proficient in financial markets and wealth Management. 1. Establishing and Maintaining Powerful relationship with clients. 2. Responsible for selling various financial products such as Mutual funds, Life and Health insurance, Other structured and wealth products. 3. Sucessfully onboard UHNI customer on Monthly basis along with Revenue. Qualification - Min 3 yrs relevant experience in Affluent Banking and Wealth domain. MBA / Relevant degree Should have good knowledge and understanding of Equity and Debt Market and Wealth Products.

Posted 3 months ago

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