Financial Planning Analyst
Job Description Support advisors on financial plan creation for their clients
Responsibilities • Support senior analysts in financial data comprehension and data entry
• Analyze and document financial plans based on the clients information
• Perform activities related to financial plan preparation process within the defined turnaround and quality matrices
• Work as a part of team and contribute to team functions and responsibilities
• Take additional responsibilities as and when required
Required Qualifications • Post Graduate in finance/ diploma in financial planning/ graduate in commerce/ math/ economics/ business management with minimum of 50% marks
• Good verbal and written communication skills
Preferred Qualifications • 6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
• Exposure to financial products like mutual funds, insurance, retirement services, financial planning, etc would be an added advantage
