Manisha S

How is the typical day of a Financial Planners?

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RE: How is the typical day of a Financial Planners?

Deepak Rana
Deepak Rana
Verified Career Expert
Author: Sky Beyond the Clouds
  • Kangra

I am listing down the activities that you will get involved in, as a part of your daily schedule while working as a financial planner:

  • Throughout the day they have to respond to the client's mails and queries. They have to have those patience to communicate them well even in pressure situations.
  • They arrange meetings with clients, accountants, investment bankers in order to understand the project better.
  • It is a research oriented profession and the financial planner has to do great amount of research from the various resources that they have.
  • All day long, they have to communicate with the other team members and ensure the progress of the work. This is a profession that requires excellent communication skills.
  • They have to keep a look at the market trends and update their plans accordingly.
  • Whenever they get free time, they try to learn more about the finance domain.
  • It's a profession that requires a lot of time, focus and great discipline.

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