About the role
As a Financial Planning Analyst, you will be responsible for developing comprehensive financial plans for clients, considering their financial goals, risk tolerance, and investment preferences. You will work closely with clients to gather financial information and provide tailored strategies to help them achieve their financial objectives. This position is perfect for someone with strong analytical skills and a passion for helping clients succeed. Our team fosters a collaborative environment that encourages growth and professional development.
What you'll do
- Develop financial plans tailored to client needs
- Analyze financial data and investment options
- Prepare reports and presentations for client meetings
- Provide ongoing support and adjustments to financial strategies
What you'll need
- Bachelor's degree in finance or related field
- 2+ years of experience in financial planning or analysis
- Strong analytical and communication skills
Skills
Financial analysis
Client relationship management
Investment strategy formulation
Good to have
Certifications in financial planning
Experience with financial software
Benefits
- Competitive salary with performance bonuses
- Comprehensive health insurance
- Opportunities for professional development and training
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 are the main responsibilities of this role?
You will develop financial plans, analyze client data, and provide investment recommendations.
What qualifications do I need to apply?
Click "Apply Now" on this page to apply through BJNM. BJNM is recruiting for this role on behalf of a client employer.
Is this a remote position?
The role is hybrid, allowing for both onsite and remote work.
What is the salary range for this position?
The salary range is between INR 50,000 and INR 80,000 per month.
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.
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