19 Cfp Jobs

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Company Details: The Company, ACSPL is engaged in accounting and finance related outsourcing having its presence in Australia, Canada, US and other countries across the globe. The Company provides end-to-end services related to Financial Planning, Accounting, Taxation Audit, Loan management and related services. The Company with its associates is having more than Six Years of presence; and it is a part vertical expansion of Navkar Institute which is one of the leading coaching institutes of India since last 25 years. The Company has ample infrastructure (30,000+ sq. ft.) and manpower resources. It believes in providing a stress free and conducive environment to its employees. Visit our websites for further details, https://ncscorp.com.au/ https://www.ncscorp.ca/ https://www.brokerssupport.com.au/ https://www.navkardigitalinstitute.com/ https://www.navkarinstitute.com/ JD for Paraplanning: Preparing Statement of Advice/ Record of Advice This requires completion of SoAs as per licensee compliance and clients' requirements. This will include Projections and Cost Comparisons etc Administration Work - Conducting Super & Insurance Research, Updating data in software. Preparing Annual Review Pack, Fee Disclosure Statements, Filling Forms for Implementation Process etc. Financial Planners and enabling them to focus on and build relationships with clients.

Wise Investments is looking for E-Financial Planner to join our dynamic team and embark on a rewarding career journey Manage and oversee financial activities and projects. Develop and implement financial strategies and plans. Monitor and report on financial performance metrics. Collaborate with cross-functional teams to achieve financial goals. Provide training and support to financial staff.

Excellent knowledge of Ms– Office, Good Communication Skills in English Delivering an excellent standard of Client Service Assisting the Business/Team as & when required, with administrative task

Job Title: Financial Planning Specialist / BDM Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions. Guide individuals in making informed financial decisions for long-term financial well-being. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. Analyze financial data, track progress, and optimize financial plans for better results. Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred). A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same Minimum of 7 years of experience in financial advisory or related fields of which atleast 3 years should be in a leadership position Strong knowledge of financial planning, investment strategies, and wealth management. Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. Analytical mindset with the ability to assess financial data and provide strategic recommendations. Self-driven, goal-oriented, and passionate about helping others achieve financial success. This role is ideal for professionals passionate about financial education and empowerment, helping individuals and businesses make informed financial choices for a secure future. Why should you choose Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients. Benefits on being a part of Finnovate: Health Insurance: Coverage including options for dependents. Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay. Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave. Professional Development: Opportunities for training, workshops, conferences to support employees' career growth. Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions. Company Events and Celebrations: Company outings, team-building activities for bonding between team members Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure. Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds Revenue generation from dealing & Other Product & Services New Client Prospecting - Through cold-calling, appointments, reference Equity product Health insurance Annual bonus Provident fund

Designations : Manager Sales - PMS - B2B Experience : 5 - 10 yrs in investment products like PMS, AIF & Mutual Funds CTC : Upto 10 Lacs Candidate currently working in AMC(Asset Management Co) /PMS Company Education : MBA/CFA/CFP/NISM-XXIA/NISM-VA

Job Summary: We are looking for a highly motivated and detail-oriented Financial Control & Reporting Specialist for an 8-month contract assignment. This role requires expertise in accounting principles (US/UK GAAP) , regulatory returns, quarterly Board of Directors (BOD) reporting , and audit processes. The candidate must have experience with ERP platforms (Oracle/SAP/CFP) and financial control frameworks in a global (onshore-offshore) team setup. Key Responsibilities: Manage and deliver Quarterly Board of Directors (BOD) Reporting . Preparation and submission of Regulatory Returns within defined timelines. Handle and support internal/external audits ensuring compliance with policies and standards. Conduct balance sheet reconciliations , ensuring timely clearance of outstanding items. Perform P&L analysis , monthly/quarterly variance explanations, and asset reporting. Maintain and update procedure and governance documents aligned with ERP systems such as Oracle, SAP, CFP . Collaborate effectively with onshore and offshore teams for smooth delivery. Experience & Skills Required: Technical Skills: Qualified Chartered Accountant (CA) / Accountant with 79 years post-qualification experience in Accounting / Audit / Assurance . Proven experience with ERP systems (any ERP accepted; FIL uses CFP ). Knowledge of HFM, OBIEE, and CFP tools is an added advantage. Strong understanding of US/UK GAAP Standards . Exposure to regulatory and Board-level reporting preferred. Some experience in controllership functions is desirable. Essential Skills: Strong financial control and regulatory reporting expertise . Excellent analytical skills and attention to detail . Intellectual curiosity and problem-solving attitude. Strong written and verbal communication skills . Ability to multitask, prioritize effectively, and meet tight deadlines. Comfortable working in a global, offshore-onshore model . Adaptable to organizational and regulatory changes.

Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Chandigarh Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

Responsibilities: * Attend client calls and explain the importance of financial planning. * Creating Financial Planning to onboarded cleints * Manage client portfolios. * Collaborate with clients on investment planning strategies Performance bonus

Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

About NCR Atleos NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe. Directly supporting the centralization and management of business and Financial reporting needs of the India/SEA SSB sales Unit. This person will support the regional teams and will work with Sales, Controllership, Business Unit Leadership and other cross functional groups. In this role, you will Directly support multiple teams in completing weekly orders and monthly P&L forecast. Build required supporting files and analysis to aid reporting and future comparisons. Complete variance analysts of actual results to Forecast, Prior Year and Plan, including building bridge of changes and supporting building of any recovery plans needed. Validate results through close process and process occasional journal entry corrections. Support Annual Planning process, including coordination and support of region submission, interlocking with functional groups, and liaising with CFP&A. Participate in and coordinate Strategic Plan Process and submissions. Cooperate in centralization, standardization and modernization of reporting and tools. Support standard product and customer reporting, including bridging. Participate in deployment of corporate planning and reporting changes. Provide direction and decision support in financial planning, forecasting, reporting and pricing . Help populate standard templates for MBR, QBR and other key management meetings. Coordinate with other functional groups to load OL and provide standard bridges [V s PR OL, Plan, PY, PQ], risk and upsides tables. Offers of employment are conditional upon passage of screening criteria applicable to the job. EEO Statement NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, color, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law. Statement to Third Party Agencies To ALL recruitment agenciesNCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

About you The role is for qualified accountant with 4-5 years post qualification experience in financial accounting, audit and reporting. You will be required Handling the financial accounting, consolidation, Board reporting, year-end financial statements, group & statutory audits, forecast, etc. for regulated entities in the UK. Preparation & review of regulatory returns which are submitted to UK Regulators (say HMRC, FCA, etc.). Communicating with stakeholders (including within Tax, Management Accounting and Business Finance teams) in performing analytical reviews to understand expense/ revenue trends. Dealing with ad-hoc queries from stakeholders and finance community. This will include assisting with handling internal or external reporting and other financial analysis. Managing year-end audit process including preparation of Financial Statements and audit deliverables. Liaison with the Companys auditors to drive improvements in the audit process. Ensuring completeness and accuracy of the transfer pricing agreements with other group companies. Maintain a high level of risk awareness and develop a sound control environment to enable risk mitigation. P&L analysis, asset reporting, explanation of monthly and quarterly variances etc. Responsible for Balance sheet account reconciliations for associated accounts on monthly basis to ensure all balances items are settled within defined time. Responsible for maintaining a constructive and professional relationship with similar onshore grade levels as well as other key onshore and offshore stakeholders. Responsible for maintaining up to date procedure & governance documentations. Experience and Skills Required Technical Qualified Accountant with 4-5 years post qualification experience with Accounting Audit Assurance background. Experience of handling regulatory and Board of Directors reporting would be an added advantage. Knowledge of CFP, SmartView and OBIEE would be an advantage. Essential Skills Strong analytical skills, experience of financial control & regulatory returns would be an advantage. Shows attention to detail, intellectual curiosity and an appetite to investigate and resolve issues when they arise. Strong verbal and written communication skills. Ability to complete multiple tasks against tight deadlines, able to prioritise and organise effectively. Ability to embrace change and adapt quickly. Experience of working in an extended (offshore-onshore) global team model would be preferred.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Ludhiana Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

Who We Are: We are a Wealth & Asset Management company that focuses on building customised and value based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles. We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools. Who We Are Looking for: We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be essential in helping our clients achieve their financial goals and objectives. Responsibilities: - Client Relationship ManagementBuild and nurture strong, lasting relationships with high net-worth clients. Understand clients' financial goals, risk tolerance, and investment preferences. Conduct regular meetings to review and adjust financial plans based on clients' changing circumstances. - Financial Analysis and PlanningGather and analyse financial information to create comprehensive financial plans for clients. Develop customized investment strategies tailored to each client's objectives and risk profile. Provide advice on retirement planning, tax optimization, estate planning, and other financial matters. - Investment AdvisoryRecommend appropriate investment products and strategies aligned with clients' goals. Monitor and review clients' investment portfolios, making necessary adjustments to ensure alignment with market conditions and changing objectives. Stay informed about market trends, economic indicators, and investment opportunities. - Portfolio ManagementImplement and manage diversified investment portfolios across various asset classes. Balance risk and return by selecting suitable investment vehicles and adjusting allocations as needed. Ensure compliance with regulatory guidelines and internal investment policies. - Financial EducationEducate clients about investment principles, market dynamics, and the rationale behind recommended strategies. Provide clear explanations of financial concepts to enhance clients' understanding of their financial plans. - Collaborative TeamworkCollaborate with internal teams, including tax specialists, estate planners, and legal advisors, to provide holistic wealth management solutions to clients. Share insights and market updates with colleagues to foster a culture of continuous learning. - Performance Tracking and ReportingMonitor the performance of clients' investment portfolios and provide regular performance reports. Proactively address any discrepancies or underperforming assets. Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.- Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus.- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.- Strong knowledge of financial markets, investment products, and wealth management strategies.- Excellent communication and interpersonal skills to establish trust and rapport with clients.- Analytical mind set with the ability to interpret complex financial data and market trends.- Familiarity with relevant regulations and compliance standards.- Exceptional attention to detail, organization, and time management skills.- Ability to adapt to changing market conditions and client needs.ApplySaveSaveProInsights

Manage client portfolios, lead wealth planning, drive team performance, oversee branch ops, ensure compliance, and boost client retention. 8–12 yrs in finance, strong market knowledge, leadership skills, CFP & NISM V-A certification required.