Assistant Financial Planner

Ascent Financial Solutions Pvt. Ltd.; Vadodara; On-site; INR 300,000 - 600,000; Full time

Job summary

Ascent Financial Solutions Pvt. Ltd. is seeking an Assistant Financial Planner based in Vadodara, Gujarat. The role involves supporting senior planners in preparing financial plans and analyzing client data.

The ideal candidate will have a Bachelor's degree in Finance or Economics, strong analytical and communication skills, and a preference for CFP or CFA aspirants. Responsibilities also include participating in client meetings and tracking financial plan progress.

Qualifications

• Bachelor’s degree in a relevant field.
• CFP / CFA aspirants preferred.
• Strong analytical and numerical skills.

Responsibilities

• Gather and analyse client financial information.
• Assist in preparing financial plans and investment proposals.
• Participate in client meetings and reviews.
• Track and report progress of financial plans.

Skills

Analytical skills

Numerical skills

Communication

Presentation skills

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

Role Overview

As an Assistant Financial Planner, you will support senior planners in preparing financial plans, analysing data, and servicing client requirements.

Key Responsibilities

• Gather and analyse client financial information
• Assist in preparing financial plans and investment proposals
• Participate in client meetings and reviews
• Track and report progress of financial plans

Ideal Profile

• Bachelor’s degree in Finance, Economics, or related field
• CFP / CFA aspirants preferred
• Strong analytical and numerical skills
• Clear communication and presentation abilities