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.