Advantage Financial planners LLP

Gurgaon - Haryana 8 Dec 2020 www.

Job Title

Assistant Financial Planner

Job City

Gurgaon - Haryana

Company Profile

Advantage Financial Planners LLP is registered with Government of India with the Ministry of Company Affairs as a partnership firm. The firm is registered with SEBI (The Securities and Exchange Board of India) as “Registered Investment Advisors (RIA) under the SEBI (Investment Advisers) Regulations, 2013. The firm provides financial planning advisory services from its office in Gurgaon, India. The firm specializes in investment planning, retirement planning, tax planning, personal financial planning and wealth management.

Job Profile & Responsibilities

  • Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, Product understanding.
  • Coordinating with para planners on scenario analysis and case studies specific to client needs.
  • Contacting clients and setting up meeting, accompanying Advisory team for meeting and review.
  • Coordinating with all the providers of financial products for availability of product, compare analyze and finalizing of products.
  • Review of financial plan with the Advisory team.
  • Risk Profiling of Existing & New Clients.

Prefered Qualifications

  • Graduate from a premier college.
  • Must have PREFERABLY cleared all the modules of CFP.

Desired Candidate Profile

  • Demonstrable interest in personal finance, desire to build out a long-term career in the domain

Additional Details

  • Good verbal and written communication skills.
  • High levels of energy and discipline.
  • Basic working knowledge of financial instruments will be an advantage.

Salary Range

Will be fixed on interview.

How to Apply