Financial Planner

Financial Planner Job Description Template

Our company is looking for a Financial Planner to join our team.

Responsibilities:

  • Assisting existing customers, managing insurance accounts, managing customer service;
  • Managing Bank accounts and responsible for marketing for mutual funds, insurance, and other bank products;
  • Maintaining knowledge of all insurance and bank products as well as any company-mandated changes or updates.

Requirements:

  • Self-starter with an entrepreneurial spirit;
  • Commerce graduate/ MBA in Finance;
  • Strong interpersonal aptitude;
  • Comprehensive knowledge of topics related to financial planning;
  • Results-oriented mindset;
  • Advanced Microsoft Excel skills;
  • In-depth understanding of the securities industry, including investment and insurance products and services;
  • Ability to maintain confidentiality;
  • Exemplary written and verbal communication skills;
  • Willingness to try new ideas and take calculated risks;
  • Above average communication skills;
  • Should have handled all types of products Equity, MF, Insurance, Debt, etc;
  • Strong entrepreneurial drive;
  • Good analytical skills;
  • Ability to be a guide and advisor to clients and help them understand the need for and the way to plan their finances.