Advisor Financial Planning

4 weeks ago


Lahore, Punjab, Pakistan Info Resume Edge Full time

We are seeking a knowledgeable and client-focused Financial Planning Advisor to join our team. In this role, you will provide comprehensive financial advice, develop personalized financial plans, and help clients achieve their short-term and long-term financial goals. The ideal candidate will have strong analytical skills, excellent communication abilities, and a passion for helping people build financial security and wealth.

Key Responsibilities:

  • Meet with clients to assess their financial situation, understand their goals, and gather relevant financial data.

  • Develop customized financial plans covering retirement planning, investment strategies, tax optimization, insurance needs, estate planning, and more.

  • Recommend appropriate financial products and services to help clients implement their plans effectively.

  • Monitor clients financial plans and make adjustments as life circumstances or market conditions change.

  • Educate clients on complex financial concepts and market trends in an easy-to-understand manner.

  • Maintain strong, long-term relationships with clients through regular check-ins and reviews.

  • Stay up-to-date with financial regulations, market developments, and industry trends.

  • Ensure all advice and recommendations comply with relevant laws, policies, and ethical standards.

  • Collaborate with internal teams and external partners (such as tax advisors, lawyers, and investment managers) to deliver holistic financial solutions.

  • Maintain accurate records and documentation of all client interactions and plans.

Requirements:

  • Bachelors degree in Finance, Accounting, Economics, Business, or a related field.

  • Certification as a Certified Financial Planner (CFP) or equivalent designation strongly preferred.

  • Proven experience as a financial advisor, planner, or wealth manager.

  • Strong knowledge of financial planning concepts, investment products, tax planning, and retirement planning.

  • Excellent interpersonal, communication, and presentation skills.

  • High ethical standards and a genuine desire to act in the clients best interest.

  • Analytical mindset with strong problem-solving abilities.

  • Proficiency with financial planning software, CRM systems, and Microsoft Office Suite.

#J-18808-Ljbffr

  • Lahore, Punjab, Pakistan HRSI Full time

    About the job Head of Financial PlanningJOB DESCRIPTIONJob title: Head of Financial PlanningReporting to: Board of DirectorsJob Purpose:To provide strategic financial leadership and direction across the organization, encompassing financial planning, budgeting, forecasting, and financial analysis. This role ensures the development and execution of financial...


  • Lahore, Punjab, Pakistan The Children's Place Full time

    The FP&A Analyst will play a key role in supporting financial planning, forecasting, and analysis activities across the organization. This role will partner with cross-functional teams to deliver insights that drive strategic decision-making and operational efficiency.Key Accountabilities:Assist in the development of annual budgets, quarterly forecasts, and...


  • Lahore, Punjab, Pakistan The Children's Place Full time

    Manager, Financial Planning & AnalysisApply locationsCorporate Office - PakistanTime typeFull timePosted onPosted YesterdayJob requisition idR000029457Location:LahoreJob Summary:The Children's Place is looking for a Manager of Financial Planning & Analysis. The candidate will be responsible for leading the monthly forecasting & annual budgeting process,...


  • Lahore, Punjab, Pakistan Interwood Mobel Limited Full time

    To provide strategic financial leadership and ensure robust financial planning, management, reporting, and control to support business growth and operational excellence. The CFO will lead all functions related to financial management, banking, costing, and forecasting, while enabling data-driven decision-making and regulatory compliance across the...


  • Lahore, Punjab, Pakistan beBeeFinance Full time 300,000 - 500,000

    Job Title: Finance ManagerAs a Finance Manager, you will play a key role in ensuring the financial health and stability of an organization. Your primary responsibility will be to oversee all aspects of financial management, including budgeting, forecasting, and financial reporting.Key Responsibilities:Developing and implementing financial plans and...


  • Lahore, Punjab, Pakistan Murkez Technologies Full time

    We are seeking a highly analytical and results-driven FP&A Manager to lead our financial planning and analysis efforts. This role will be responsible for budgeting, forecasting, financial modelling, and providing strategic insights to senior leadership. The ideal candidate will have a strong understanding of financial and operational performance metrics, and...


  • Lahore, Punjab, Pakistan Interwood Mobel Full time

    To provide strategic financial leadership and ensure robust financial planning, management, reporting, and control to support business growth and operational excellence. The CFO will lead all functions related to financial management, banking, costing, and forecasting, while enabling data-driven decision-making and regulatory compliance across the...


  • Lahore, Punjab, Pakistan beBeeAccounting Full time 3,500,000 - 7,000,000

    Job OverviewWe are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in ensuring the accuracy and effectiveness of our financial processes.Arrange financial statements on a monthly basis to ensure timely and accurate submissions.Prepare and organize all files and tax reports, including...


  • Lahore, Punjab, Pakistan beBeeFinancial Full time 800,000 - 1,200,000

    Key Financial Insights AnalystJob Description:This is a vital role that requires the ability to distill complex financial data into actionable recommendations, driving business growth through informed decision-making.Responsibilities:Monitor and analyze cash flows to identify areas for optimization and strategic investmentDevelop and implement long-term...


  • Lahore, Punjab, Pakistan CompassPoint Consulting Full time

    Financial Planning, Analysis Associate – Client ConsultingFinancial Planning, Analysis Associate – Client ConsultingGet AI-powered advice on this job and more exclusive features.Salary: PKR 150k – 200k per month all-inclusive and paid gross.Legal Structure: Hired as a contractor by CompassPoint Consulting (Dubai)About CompassPoint Consulting:Founded by...