Financial Planning Analyst

Job Detail

About the job:

Key Responsibilities:

Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level.
Data inputs in financial planning tools such as Navi Plan and Money Guide, based on careful examination of clients’ financial documents and advisor inputs.
Generate reports through approved planning tools.
Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail
Based on client’s financial situation, document advice in the required format shared by the advisors.
Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices.
Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner

Required Qualifications:

0 -2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
Post graduation in Finance/ Diploma in Financial Planning/ Graduation in * * Commerce/ Mathematics/ Economics/
Business Management with minimum of 50% marks
Excellent verbal and written communication skills
Analytical skills to develop data-driven reports with attention to detail.
Demonstrated ability multitask – manage time and prioritize tasks to meet deadlines
Strong interpersonal skills