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Financial planning jobs are jobs that involve continuous research
and development of market and finance industry. The graduates from
any field with an additional financial education can make a career
in financial planning. The employers are continuously in the search
of individuals who have comprehensive knowledge and skills
pertaining to financial planning. The financial planning jobs are
highly remunerative as it involves determining, planning and
decision-making on one's hard earned money. Individuals seeking to
make a career in finance can receive job opportunities from
corporates, credit unions, banks, insurance and various other
financial institutions.
Different financial planning jobs/posts available are:
Financial Planning Manager
The job involves providing innovative solution to customers to
secure their lives. The person should be a graduate and an
experience in sales would be an added advantage. The key
responsibilities of a financial planning manager include:
• Managing his/ her complete financial portfolio.
Maintaining team productivity and achieving team and individual
targets.
• Identifying and providing financial planning assistance to the
clients.
• Providing excellent customer service by offering quick response to
customer queries.
Financial Planner or advisors :
A degree in economics or business is required education for
financial planners. The role of a financial planner is to develop
financial plans for individuals and businesses and use their
knowledge in investment strategies, securities, insurance, pension
plans, real estate and taxes to develop financial plans for
individuals and businesses. Financial planners can work for banks
and institutions that specialise in offering financial advice. The
job of a financial planner also involves interviewing the clients in
order to identify their assets and liabilities, insurance and taxes,
so as to provide valuable information about their financial
planning.
Their key responsibilities include:
• Marketing the product and convincing the clients.
• Determining clients financial matters and goals
• Thoughtfully absorbing the information about clients
• Provide financial advice on tax and estate planning, retirement
planning and investing.
Corporate Actions Officer - Cash Equity :
Corporate actions officer is an exciting financial planning job
opportunity in the field of Cash Equity. The job attracts fantastic
salary package and job security. You have a prospect to build a
long-term career with investment banking corporate with growth
plans. The key responsibilities include:
• Meet the deadlines, record and ex-date positions
• Escalate the problems that arise from day to day processing of
corporate actions
Business finance opportunity in banking
Banking business heavily contributes to the economy of the country.
Dynamic individuals can acquire a key role in this industry at
different positions. Since banks are a vast financial institution,
you have the opportunity to work in different departments of the
banks. You can be a Financial controller, an Expense analyst or even
the Bank manager.
Retirement and Estate Planner :
The clients rely on retirement and estate planners for planning
their life after retirement. As a retirement planer you can work
closely with the bank's relationship manager and insurance advisors
to advise the clients on necessary retirement and estate planning.
You need to have knowledge about taxation and investment guidelines
in order to provide structural advice to the clients. .
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