Job Opportunities

GCIA

Job Description

Junior Financial Planner (Manager)Responsibilities

Assist in making and presenting financial plans (using excel and PowerPoint)
Train under the senior financial planner
Assist in conducting research on equities
Assist in conducting research on mutual funds
Create financial models, graphs etc., to showcase research
Work with both, the financial planning and the research teams

Qualifications

Ease with using a computer
Excellent knowledge of accounting—must have studied accounting in university
Experienced with using MS Excel and MS PowerPoint for university/internships
Knowledgeable about using the internet to conduct research
Excellent written and verbal communication skills in English. All of our work and research is done in English so an excellent grasp of the English language is absolutely necessary for the job.

Dilzer

Job Description

Planner AdvisoryResponsibilities

Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product.
Coordinating with para planners on scenario analysis and case studies specific to client needs. Coordinating with all the providers of financial products for availability, comparison, analysis and finalizing of products.
Contacting clients and setting up meetings, accompanying the advisory team for meetings and review. Review of financial plan with the advisory team.
Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements.
Client portfolio reviews and recommendations.
Maintaining records of clients handled with review and portfolio checks.
Understanding of markets, market updates and news affecting our industry.
Coordination with investment advisors and client servicing teams with respect to implementation of plans where applicable and hand holding the client in questions relating to implementing the plan.
Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an article format to publish on our website.
Aid in queries linked to clients’ financial plan and investment recommendations.
Maintenance of planning and review calendars for clients.
Compliance for clients.
Detailed research on multiple financial products.
Regular meetings with asset, fund, portfolio and relationship managers to get their view on financial markets and products.
Analyzing and sharing macro views on global and local economy and financial markets. Sharing investment related research, articles, blogs and updates with investment advisors and teams on an ongoing basis.

Qualifications

CFP

Merakikonsulting

Job Description

Paraplanners (Junior Financial planner) and Client Success ManagersResponsibilities

Responsibility Deliverable:
1. Co-ordinating the client meetings
2. Reviewing client’s financial data
3. Overall Office Functioning
4. Develop the domain knowledge to be a Financial Planner
Tasks and Activities:
1. Co-ordinating the meetings
– Schedule the client meetings by coordinating with the concerned parties
– Arrange the team meetings individually/ group for updates/ reviews
2. Reviewing client’s financial data
– The data provided by the client to be matched with the data available in the company’s CRM
– Engage with the team for clarity on the findings of the review of the client data
– Complete the scheduled tasks within the timeline
– Maintain strict confidentiality of the business information
3. Overall Office Functioning
– Work with the team to ensure the smooth functioning of the office
4. Develop the domain knowledge to be a ‘Financial Planner’
– Constantly engage with the Financial Planners to understand in depth the aspects of the planning
– Understand company’s investment strategy and process
– Align with Company’s compliance, ethics, and values

Qualifications

Skills:
Communication
Logical Reasoning
Interpersonal
Knowledge:
Certification – Certified Financial Planner/ IA Level 1 and 2
Certification – NISM Mutual Fund Distributors Exam VA
Fresher
Financial Industry Knowledge