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11 Leap Up Jobs
Financial Planner & Trainer
Leap Up
posted 1d ago
Job Role Insights
Key skills for the job
Job Description
- Assist the lead trainer in delivering the course content on personal financial planning.
- Conduct live online doubt-solving sessions to address students questions and concerns.
- Aid students in completing financial planning assignments and utilizing relevant tools effectively.
- Manage general course operations, including scheduling sessions, maintaining course materials, and ensuring a smooth learning experience for students.
- Guide students in creating comprehensive financial plans aligned with their goals, risk tolerance, and financial situation.
- Assist students in selecting appropriate financial products, such as investments, insurance policies, loans, and tax strategies, based on their individual needs and preferences.
- Facilitate the process of converting students into clients for suitable financial products by providing personalized recommendations and support.
- Stay updated on industry trends, regulatory changes, and best practices in financial planning to enhance the quality of instruction and advice provided to students.
Qualifications:
- Bachelor s degree in Finance, Economics, Business Administration plus CFP.
- 1-3 years of experience in financial planning, investment management, insurance, taxation, or related areas.
- Excellent communication and presentation skills, with the ability to convey complex financial concepts in a clear and understandable manner.
- Strong interpersonal skills and the ability to build rapport with students, understand their needs, and provide personalized guidance.
- Proficiency in using financial planning software and tools to analyze data, develop financial projections, and create comprehensive financial plans.
- Prior experience in teaching, training, or facilitating educational programs is desirable.
- Commitment to maintaining the highest ethical standards and acting in the best interests of clients/students at all times.
Why Join Us:
- Opportunity to make a significant impact on the growth and success of the organization.
- Collaborative and supportive work environment.
- Competitive salary and comprehensive benefits package.
Employment Type: Full Time, Permanent
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