Financial Planner

PROXSIS; Jakarta Selatan; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A financial services company based in South Jakarta is seeking a Financial Planner responsible for financial planning, budgeting, and financial analysis tasks. The ideal candidate should have a bachelor's degree in a relevant field and at least 2 years of finance experience. Proficiency in Microsoft Office is required along with strong attention to detail and mathematical abilities.

Qualifications

• A minimum of 2 years of finance experience.
• Knowledge of finance reports and financial analysis.

Responsibilities

• Responsible for financial planning and budgeting.
• Evaluate financial companies.

Skills

Financial planning

Budgeting

Financial analysis

Attention to detail

Mathematical abilities

Education

Bachelor’s degree in Accounting, Finance, Management, or related major

Tools

Microsoft Office

Job description

Overview

The Financial Planner will be responsible for day-to-day tasks such as financial planning, personal financial planning, budgeting, finance analysis, and evaluating financial companies.

Qualifications

• Bachelor’s degree in Accounting, Finance, Management, or any related major
• A minimum of 2 years of finance experience
• Know finance reports and financial analysis
• Proficiency with Microsoft Office
• Attention to detail and great math abilities
• Based in Jakarta
• Only candidates shortlisted will be contacted