Financial Planner Graduate Fresher Jobs in Nashik

Minimum Requirements Previous experience in financial planning/services industry Good technical knowledge of financial products and financial services sector Excellent report writing skills Excellent Communication skills Knowledge & Skills Strong understanding of financial planning. Competent in Microsoft Office Strong Communication skills. Excellent attention to detail and the ability to work both quickly and accurately.Role Dimensions Preparation of suitability reports for approval by the Financial Adviser and prepare associated documentation as required. Responsible for day-to-day paraplanning tasks identifying whats required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report. Research on products and investment strategies. Any client related communications are required to be recorded on the clients file in clear and intelligible English. Attend client meetings. Provide support with administrative functions when required. Liaise with product providers to acquire any information that may be required. Train the less experienced team members. Ensure all regulatory and compliance standards are met. Commit to personal development and keeping knowledge up to date with the new legislative changes.

Primary Responsibilities:- Collaborate with advisers to receive task assignments and understand project requirements. - Accurately document task requests in the Smart Sheet for seamless task tracking. advisers, ensuring alignment with the provided advice.- Review End Users' details to identify any missing information and initiate corrective actions- Play a pivotal role in data collection, including assessing the need for supplementary information through super and insurance research activities.- Liaise with Advisers to seek clarifications or obtain additional information as needed.- Generate, prepare, and edit reports, ensuring they adhere to high-quality standards and effectively communicate financial insights. Minimum Requirements: Graduate/Postgraduate in finance or a relevant degree. Freshers/experienced candidates are welcome to apply. Strong background in financial planning, investment, and insurance. Exceptional command over the English language Profound understanding of the financial planning process. Meticulous attention to detail. Excellent report-writing skills. Ability to work independently, manage multiple tasks, and meet deadlines.Knowledge & Skills: Possession of a Certified Financial Planner (CFP) designation is a definite advantage. Additional certifications from reputable institutions such as FPSB, NCFM, etc., are preferred. Outstanding verbal and written communication skills. Proficient in using MS Word and Excel. Sound technical knowledge of insurance, mutual funds, trusts, taxation, and related areasAbout Us: We are Munificent Tech Services (MTS). We pride ourselves on delivering excellence and professionalism to organizations worldwide. With a commitment to world-class support and services, our goal is to provide top-notch solutions with fast TAT. Our services span financial planning, accounting, healthcare, accounting, sales and support, and more.

Job Role: Para Planner/Financial PlannerExperience: Fresher/ExperienceLocation: NashikShift: Morning Shift/AUS shiftMinimum Requirements1. Graduate/Postgraduate in finance or relevant degree.2. Minimum 1-year experience within the financial planning/Investment/Insurance.3. Understanding of the financial planning process.4. Attention to detail.5. Good report writing skills.6. Strong command over English.7. Ability to work independently and multitask.Knowledge & Skills1. CFP an added advantage.2. Any additional certifications from FPSB, NCFM etc preferred.3. Sound communication skills.4. Experience using MS-word and excel.5. Strong technical knowledge including insurance, mutual funds, trusts, taxation ect.Primary Responsibilities1. Receiving the task from the Advisers2. Capturing the task request into the Smart sheet3. Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)4. Review of End Users details to determine missing information5. Data Collection - Determining & collection of additional information (super & insurance research activity)6. Contacting the adviser for clarification / additional information7. Report Generation & editing