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Senior Financial Planner

Company
Finatwork Investment Advisor
Description

Fin@Work has a fluid work environment, we have a liking for people who make things happen. Some of the responsibilities include:

• Manage a given set of clients independently  – Create personal financial plans, conduct periodical reviews

• Engaging clients in meaningful conversations about how we could help improve their financial wellbeing

• Thoroughly understand and be able to explain to prospects, the different services offered by the company

• Act as first level of support for clients, coordinate with other team members to take any service requirement to closure

Position
Senior Financial Planner
Qualifications
CFP or CWM or IA Level 1/2
Experience
1 to 7 years experience
Additional Information
• Good understanding of financial planning concepts. Strong subject knowledge can compensate for lack of experience.
• Excellent communication skills – good command over English language will help
• Comfort with MS Office (particularly excel and ppt)
• Client centric attitude

Drop an email to we.care@finatwork.com, call Chitra at (080) 412 27738 for any clarifications
No. of Vacancies
1
Remuneration
Based on individual merit and experience
Location
Bangalore