Financial Planning Associate

Key Responsibilities

• Assist financial planners in creating personalized financial plans based on client goals, risk appetite, and financial situation.
• Collect and analyze client financial data including income, expenses, investments, insurance, taxes, and retirement plans.
• Prepare detailed financial reports, projections, and presentations.
• Help in portfolio reviews and performance tracking.
• Coordinate with clients to gather required documentation and schedule meetings.
• Support the onboarding process of new clients by completing KYC and compliance documentation.
• Stay updated on financial products, market trends, and regulatory changes.
• Maintain accurate client records and ensure data confidentiality.
• Assist in marketing and client engagement activities as needed.

Qualifications & Skills

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 13 years of experience in financial planning, advisory, or related finance roles preferred.
• Basic knowledge of financial planning concepts, investment products, taxation, and retirement planning.
• Strong analytical and numerical skills.
• Proficiency in MS Excel, PowerPoint, and financial planning software.
• Good communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• Certification such as CFP (Certified Financial Planner) is a plus.

Preferred Attributes

• Ability to work collaboratively in a team environment.
• Client-focused attitude with good problem-solving skills.
• Willingness to learn and adapt in a fast-paced environment.