Financial Analyst Jobs in Hyderabad - Prosporaisers FinServ

 Overview of the Role

A paraplanner will work closely with Financial Advisors and help them in analysing client situations and create various deliverables for clients. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. We are looking for someone with strong communication skills and a problem-solving mindset.

Designation / Role – Financial Analyst

Minimum Requirements

·         B. Com/MBA in Finance

·         0-3 years of experience in Financial Services. Knowledge in US market is added advantage

·         Candidate should have basic knowledge in finance

·         Previous experience in financial services preferred

Knowledge & Skills

·         High level of computer efficiency including MS Office applications, such as Word, Excel, etc.

·         Good communication and presentation skills

·         Ability to deal with ambiguity

·         Customer-centric approach and ensure that customers are serviced well

·         Detail-oriented with the ability to prioritize and organize workflow

·         Self-starter and able to work independently

·         Flexible and willing to perform other tasks as assigned

·         Superior interpersonal, organizational and client service skills

·         Ability to work in a fast-paced, high-intensity work environment

Role Dimensions

·         Providing support to Financial Advisors for collecting data from clients, creating financial

·         plans, implementing recommendations, preparing investment plans, analysing various

·         scenarios and preparing other deliverables for clients

·         Liaising with product providers and other relevant third parties

·         Ensuring that all regulatory and compliance standards are met

·         Ensuring that all client requirements are followed through to the appropriate conclusion

·         Managing, recording and monitoring Client annual reviews on behalf of the Financial

·         Advisors

·         Assisting the Financial Advisors with client presentations and any other activities as agreed

·         The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.

Note: Its mandatory to complete the questionnaire that is attached with this job posting for you application to be evaluated.