About the role
In the role of Financial Planning Analyst, you will assist clients in developing financial plans that align with their goals. Your responsibilities will include analyzing client financial data, preparing reports, and providing insights to help clients make informed decisions. This position is perfect for recent graduates or those with some experience looking to grow in the fintech industry. The hiring company promotes a flexible work culture and values innovation and creativity in financial planning.
What you'll do
- Assist clients in developing financial plans
- Analyze financial data and prepare reports
- Provide insights and recommendations to clients
- Support the financial planning team in various tasks
What you'll need
- Bachelor's degree in Finance or related field
- Strong analytical and communication skills
- Familiarity with financial planning tools
Skills
Analytical skills
Communication skills
Proficiency in financial analysis software
Good to have
Experience in client-facing roles
Knowledge of investment products
Benefits
- Flexible working hours
- Opportunity for growth and advancement
- Collaborative team environment
Interested in this role?
It takes about two minutes. Free to apply — BJNM never asks candidates for money.
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Questions about this job
What does a Financial Planning Analyst do?
You will analyze financial data and assist clients with their financial planning needs.
Is this position full-time or part-time?
This is a part-time role with remote work flexibility.
What qualifications are needed for this position?
A degree in finance or a related field is preferred.
What is the expected salary range?
The salary ranges from INR 25,000 to INR 50,000 monthly.
How do I apply for this role?
Click "Apply Now" on this page to apply through BJNM. BJNM is recruiting for this role on behalf of a client employer.
Listing last updated