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Company Description
OUR GADGET LIMITED is a consumer services company headquartered in Wirral, United Kingdom. The company is dedicated to delivering exceptional customer service and innovative solutions tailored to meet diverse consumer needs. Located in a vibrant business hub, OUR GADGET LIMITED strives to build long-lasting relationships with clients through reliability and expertise. Known for its professional approach, the company is a trusted name in its domain.
Role Description
This is a full-time, on-site role for a Finance Advisor located in the Pune Division. The Finance Advisor will be responsible for developing tailored financial plans, offering expert advice on investments, assisting clients in retirement planning, and providing recommendations for effective financial management. The role also involves analyzing clients' financial information to develop insights and strategies that align with their financial goals.
Qualifications
- Strong understanding and knowledge of Financial Planning and Finance concepts
- Experience in Retirement Planning and crafting personalized financial strategies
- Proficiency in advising clients on Investments and Financial Advisory services
- Excellent communication, interpersonal, and analytical skills
- Ability to build and manage long-term client relationships
- Proven ability to assess financial needs and formulate actionable recommendations
- Relevant certifications (e.g., CFP, CFA) are advantageous
- Bachelor’s or Master’s degree in Finance, Economics, Business, or related fields is preferred
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