About the role
In the role of Financial Planning Analyst, you will assist clients in developing financial plans that meet their long-term goals. Your responsibilities will include analyzing financial data, assessing market trends, and recommending investment strategies. This position is suitable for experienced professionals who have a strong foundation in financial planning and investment management. The remote work option provides the flexibility to manage your schedule while delivering valuable insights to clients.
What you'll do
- Develop comprehensive financial plans for clients
- Analyze financial data and market trends
- Provide recommendations for investment strategies
- Monitor clients' financial progress and adjust plans as needed
- Collaborate with other financial professionals for holistic planning
What you'll need
- Bachelor's degree in Finance, Economics, or related field
- 3-7 years of experience in financial planning or analysis
- Strong analytical and problem-solving skills
Skills
Proficiency in financial analysis tools
Strong communication and presentation skills
Detail-oriented approach to financial planning
Good to have
Knowledge of investment products
Certifications in financial planning
Benefits
- Flexible remote work hours
- Competitive salary
- Opportunity for professional growth
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 key duties of a Financial Planning Analyst?
You will analyze financial data, create financial plans, and recommend investment strategies.
What qualifications are needed for this role?
You should have a degree in Finance or a related field, with 3 to 7 years of experience.
Is this position remote or onsite?
This is a remote part-time position.
What is the salary range for this role?
The salary ranges from INR 40,000 to INR 70,000 per month.
How do I apply for this position?
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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