Prepare financial analyses and plans for high-net-worth clients, support portfolio reviews and rebalancing, conduct investment research, assess insurance and investment needs, process client service requests, and improve workflows. The role also includes training and mentoring team members while maintaining quality standards.
Financial Planner - UK
Shift timing - 10am to 7pm or 11am to 8pm or
Location - Vizag / Delhi (WFO - all 5 days)
Overview of the Role
This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk.
Role Dimensions
- Preparing financial analyses and financial plans for HNI/UHNI clients.
- Assisting in analysis, re-balancing, and review of investment portfolios.
- Conducting investment research (Stocks, Mutual Funds, ETF and Bond’s).
- Conduct need-analysis pertaining to insurance, mortgages, investments, and taxes.
- Providing support for processing client service needs (digital paperwork, report generation, agenda preparation)
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
- Train, mentor, and groom individuals on the process and make sure all the quality parameters are met by them in the longer run.
Requirements
Skill Set
- MBA (Finance), CFP (Pursuing/completed) or CFA (Pursuing), NSE Certifications.
- Well versed with investment, planning and insurance concepts.
- Proficient in MS Office suite.
- Excellent Communication skills (Oral and Written)
- 1-3 years of work experience in financial sector (Insurance, BFSI, Mutual fund)
BenefitsBenefits
Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:
• Professional Certifications offered based on interest and career progression.
• Team Building Activities.
• 6 Month’s Paid Maternity Leave.
• Professional Development Training programs offered as part of Career Growth.
• Great Rewards and Recognition for star performers.
• Be part of a Centre of Excellence like no other.
• International Travel Opportunities – Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences.
• Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more).
• Join a World Class Organization that puts employees first.
Disclaimer: - The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility (i.e. – Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations
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