Financial Planning Analyst

Job Description

As a Financial Planning Support Advisor at Ameriprise India LLP, you will play a crucial role in assisting financial advisors in creating and delivering comprehensive financial plans for retail clients. Your responsibilities will include:- Supporting financial advisors based in the U.S. to create comprehensive and compliant financial plans for their clients at the individual/household level.- Inputting data into financial planning tools such as NaviPlan and MoneyGuide, based on a thorough examination of clients financial documents and advisor inputs.- Generating reports through approved planning tools.- Upskilling yourself with U.S. financial planning concepts to discuss and prepare plan strategies/suggestions with advisors in the U.S. via phone or email.- Documenting advice in the required format shared by the advisors based on the clients financial situation.- Performing activities involved in preparing detailed financial plans within defined turnaround time and quality metrics.- Managing multiple and evolving priorities and expectations by working closely with team members and business partners in a focused and responsive manner.You will be required to meet the following qualifications:- 6 months to 2 years of work experience in the financial services sector, preferably in a multinational environment.- Post-graduation in Finance/Diploma in Financial Planning/Graduation in Commerce/Mathematics/Economics/Business Management with a minimum of 50% marks.- Excellent verbal and written communication skills.- Analytical skills to develop data-driven reports with attention to detail.- Demonstrated ability to multitask, manage time, and prioritize tasks to meet deadlines.- Strong interpersonal skills.- Willingness to work in a team structure.Preferred qualifications include exposure to financial products like mutual funds, insurance, retirement plans, and financial planning, which would be an added advantage.About Ameriprise India LLP:Ameriprise India LLP has been providing client-based financial solutions for 125 years, helping clients plan and achieve their financial objectives. As a U.S.-based financial planning company headquartered in Minneapolis with a global presence, the firms focus areas include Asset Management and Advice, Retirement Planning, and Insurance Protection. Join an inclusive and collaborative culture that values your contributions and work alongside talented individuals who share your passion for excellence. Embrace numerous opportunities for professional growth and community impact. If you are talented, driven, and seeking to work for an ethical company that values its employees, take the next step and build your career at Ameriprise India LLP, an equal opportunity employer that values diversity and inclusion. As a Financial Planning Support Advisor at Ameriprise India LLP, you will play a crucial role in assisting financial advisors in creating and delivering comprehensive financial plans for retail clients. Your responsibilities will include:- Supporting financial advisors based in the U.S. to create comprehensive and compliant financial plans for their clients at the individual/household level.- Inputting data into financial planning tools such as NaviPlan and MoneyGuide, based on a thorough examination of clients financial documents and advisor inputs.- Generating reports through approved planning tools.- Upskilling yourself with U.S. financial planning concepts to discuss and prepare plan strategies/suggestions with advisors in the U.S. via phone or email.- Documenting advice in the required format shared by the advisors based on the clients financial situation.- Performing activities involved in preparing detailed financial plans within defined turnaround time and quality metrics.- Managing multiple and evolving priorities and expectations by working closely with team members and business partners in a focused and responsive manner.You will be required to meet the following qualifications:- 6 months to 2 years of work experience in the financial services sector, preferably in a multinational environment.- Post-graduation in Finance/Diploma in Financial Planning/Graduation in Commerce/Mathematics/Economics/Business Management with a minimum of 50% marks.- Excellent verbal and written communication skills.- Analytical skills to develop data-driven reports with attention to detail.- Demonstrated ability to multitask, manage time, and prioritize tasks to meet deadlines.- Strong interpersonal skills.- Willingness to work in a team structure.Preferred qualifications include exposure to financial products like mutual funds, insurance, retirement plans, and financial planning, which would be an added advantage.About Ameriprise India LLP:Ameriprise India LLP has been providing client-based financial solutions for 125 years, helping clients plan and achieve their financial objectives. As a U.S.-based financial planning company headquartered in

Keyskills :
Financial PlanningAnalytical skillsInterpersonal skillsData inputsFinancial documentsFinancial planning toolsFinancial planning conceptsVerbalwritten communication skillsMultitaskingExposure to financial products