Position Overview
The primary job of the financial planner will be to assist our technical partners and value, management teams. This position will be focusing on financial and schedule review, there may also be additional responsibilities which might be workload demand publishing for the company, action monitoring, organising program evaluations.
Academic Qualification
- A bachelor’s degree required from an accredited university with a strong informative institution foundation in finance and economics
- A Master's in accounts and finance will be considered
Professional Experience
- 3-5 years of relevant experience in finance domain.
- 8 years of experience in providing financial planning analysis and advise to the business
Professional Certification
Roles and Responsibilities
- Draft financial plans for the firm’s customers and proposed clients, recommending five of the firm’s property advisors, utilizing the financial planning software application
- Contracts resolutions and makes suggestions based on a knowledge of the business approach and stakeholder needs.
- Splits down vital problems, and reviews data and knowledge to provide acumens and support.
- Performs work to produce timely, detailed, and efficient assistance.
- Adds clients to financing strategies and operates with clients to produce a financial plan utilising relevant guidance tools.
- Working experience of Value Management
- assortment administration experience
Competencies
- verbal and written communication skills
- Collaboration & team skills
- Analytical and
- problem-solving skill
- Influence skills
- Thinks creatively
- Focus
- knowledge of the financial industry
Travel Requirements: This position requires 15% of travel.
Seniority Level: planner
Salary ranges liable on the experience and involvement. Typically this position will be paid 8, 00,000 – 9, 00,000 annually based on experience.
Financial Planner