We are seeking a dedicated and driven Life Planning Officer to join our dynamic team in Mohali, Punjab, India. As a full-time position within our rapidly growing organization, you will work in a vibrant and supportive environment that emphasizes personal and professional development. This role is pivotal in helping individuals and families envision and realize their life goals, thereby making a significant impact on their future.Key ResponsibilitiesConduct comprehensive client assessments to understand their financial, emotional, and personal aspirations.Develop tailored life planning strategies that align with clients' objectives and financial situations.Communicate effectively with clients to explain complex financial concepts and strategies clearly.Facilitate regular follow-ups and progress check-ins to ensure clients remain on track towards their goals.Collaborate with financial advisors, legal professionals, and other relevant stakeholders to provide holistic planning services.Maintain up-to-date knowledge of industry trends, best practices, and regulatory changes in life planning.Participate in training and development sessions to enhance personal and professional skills.Required and Preferred QualificationsBachelor's Degree in Finance, Business Administration, Social Science or related field.Strong verbal and written communication skills to effectively engage with diverse clients.Demonstrated ability to manage client relationships and provide exceptional service.Proficiency in relevant software and tools used for client management and financial planning.A minimum of 2 years of experience in a client-facing role, preferably in financial services or related field.The Life Planning Officer will work within a collaborative team structure that values input from all members. You will report directly to the Head of Client Services, ensuring alignment with company objectives and client satisfaction. Our culture emphasizes continuous learning and cross-functional collaboration, making it easy for you to connect with professionals from various departments.At our company, we believe in fostering an environment that supports growth and development. We offer opportunities for advancement, mentor programs, and a range of professional development workshops. Our company culture promotes work-life balance and teamwork, while modern workplace benefits include flexible working options, health and wellness programs, and a supportive atmosphere that encourages innovation.