Financial Planner

Job Description

In this role as a Financial Planner / Financial Coach at PlantRich Consultancy LLP, your primary responsibility will be to provide holistic, goal-oriented financial guidance to clients. This will involve analyzing client financial profiles, recommending suitable investment solutions, facilitating investment execution, conducting portfolio reviews, sharing market insights, ensuring compliance, and building strong client relationships based on trust.Key Responsibilities:- Analyse client financial profiles, including income, expenses, assets, liabilities, and financial goals- Recommend suitable investment solutions such as equity and debt mutual funds, insurance products, and other regulated instruments based on risk appetite and objectives- Facilitate smooth execution of investments and ensure seamless transaction processing- Conduct periodic portfolio reviews and rebalance portfolios in alignment with long-term goals- Share timely insights on market developments, regulatory updates, and relevant investment opportunities- Ensure compliance, accurate documentation, and adherence to internal and regulatory guidelines- Build and nurture long-term client relationships through consistent engagement and advisory supportQualification Required:- MBA (Finance) / B.ComAs a Financial Planner / Financial Coach at PlantRich Consultancy LLP, you will play a crucial role in empowering individuals, families, and businesses in their wealth creation journey by providing them with practical, transparent, and sustainable investment solutions. Your goal will be to enable clients to stay financially disciplined, make informed decisions, and confidently work towards their long-term financial objectives. In this role as a Financial Planner / Financial Coach at PlantRich Consultancy LLP, your primary responsibility will be to provide holistic, goal-oriented financial guidance to clients. This will involve analyzing client financial profiles, recommending suitable investment solutions, facilitating investment execution, conducting portfolio reviews, sharing market insights, ensuring compliance, and building strong client relationships based on trust.Key Responsibilities:- Analyse client financial profiles, including income, expenses, assets, liabilities, and financial goals- Recommend suitable investment solutions such as equity and debt mutual funds, insurance products, and other regulated instruments based on risk appetite and objectives- Facilitate smooth execution of investments and ensure seamless transaction processing- Conduct periodic portfolio reviews and rebalance portfolios in alignment with long-term goals- Share timely insights on market developments, regulatory updates, and relevant investment opportunities- Ensure compliance, accurate documentation, and adherence to internal and regulatory guidelines- Build and nurture long-term client relationships through consistent engagement and advisory supportQualification Required:- MBA (Finance) / B.ComAs a Financial Planner / Financial Coach at PlantRich Consultancy LLP, you will play a crucial role in empowering individuals, families, and businesses in their wealth creation journey by providing them with practical, transparent, and sustainable investment solutions. Your goal will be to enable clients to stay financially disciplined, make informed decisions, and confidently work towards their long-term financial objectives.

Keyskills :
Financial PlanningEquityPortfolio ManagementMarket AnalysisRegulatory ComplianceClient Relationship ManagementInvestment SolutionsDebt Mutual Funds