Planner
Job Description:
Overview:
The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals.
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Key Responsibilities:
1. Client Financial Planning:
Understand client goals, cash flows, risk appetite, and life aspirations to create detailed financial plans.
2. Investment Advisory:
Recommend suitable investment strategies across mutual funds, stocks, fixed income, and other instruments to achieve financial goals.
3. Insurance & Risk Management:
Analyze insurance needs (life, health, general) and suggest appropriate products for financial protection.
4. Tax & Retirement Planning:
Optimize client portfolios for tax efficiency and create retirement plans ensuring adequate post-retirement income.
5. Review & Monitoring:
Conduct periodic portfolio reviews, monitor plan progress, and suggest course corrections when needed.
6. Client Relationship Management:
Build long-term trust through transparent communication, ethical conduct, and continuous education.
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Required Skills & Competencies:
Strong understanding of personal finance, taxation, and investment products.
Excellent interpersonal and communication skills.
Analytical thinking with attention to detail.
Commitment to client-centric and ethical financial practices.
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Eligibility / Qualification:
Must hold a QPFP certification from Network FP or equivalent body.
Graduate in commerce, finance, economics, or related field preferred.
Experience in wealth management, financial advisory, or insurance sales will be an added advantage.
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Career Path:
The QPFP designation acts as a stepping stone toward advanced certifications such as CFP (Certified Financial Planner), RIA (Registered Investment Advisor), or higher leadership roles in financial planning and wealth management firms.
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Company Profile
This platform serves as a comprehensive wealth management and financial consultancy firm, specializing in personalized investment strategies for high-net-worth individuals and families. With a team of certified financial planners, chartered accountants, and independent advisors, they offer tailored solutions encompassing mutual funds, insurance, tax planning, and portfolio management services. Their client-centric approach focuses on aligning financial goals with strategic investment plans, ensuring long-term wealth growth and security.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.