Financial Planner and Trainer (Job Vacancy)

Job Description: We are seeking a dynamic and knowledgeable Financial Planner and Trainer to join our team. As a Financial Planner and Trainer, you will play a key role in educating and guiding students through our comprehensive course on personal financial planning. The course covers various aspects of financial planning, including SMART Goal Setting, Managing Investments, Insurance, Loans, and Taxes. Responsibilities: ·      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.   Benefits: ·      Competitive salary commensurate with experience and qualifications. ·      Opportunities for professional development and advancement within the organization. ·      Access to comprehensive benefits package, including health insurance, retirement plans, and other perks. ·      The chance to make a meaningful impact by empowering individuals to achieve their financial goals and secure their financial future. If you are passionate about financial education and possess the necessary expertise to guide individuals in their journey towards financial success, we invite you to apply for this exciting opportunity. Join us in making a positive difference in the lives of our students and clients through effective financial planning and education.   About Leapup Edutech: Leap Up provides skill based learning solutions aimed at bridging the gap between academics and industry. We help students be better equipped for the jobs they actually desire. We conduct these courses online and cater to mass audiences via webinars and college tie-ups. We even tutor for professional finance courses like CFA, FRM etc. We are currently associated with leading colleges such as Jaihind College (Mumbai), HL College (Ahmedabad), HR College (Mumbai), SS Dempo College (Goa), Xaviers College (Ahmedabad), NL College (Mumbai) etc. We currently are based out of Mumbai and have a young and motivated team which acts as the engine to drive our fast growth. We would like you to join this team and help us making India a highly skilled nation.