Job Title

Junior Para Planner

Job City

Mumbai

Company Profile

Circle Wealth Advisors Pvt. Ltd. is a niche wealth management firm focused on managing the complete financial lives of individuals. We cater to professionals employed in corporate organizations and self-employed business people. We provide fee-based advisory services across asset classes. Our focus is to take away complete management of an individual’s finances such that they can focus on their core competency of revenue generation.

We align the current savings to meet the future financial goals in a tax-efficient manner. Our actions originate from our belief system as follows –

• The very reason for our engagement is to constantly deliver VALUE to our customers such that they are at peace with their finances
• Any advice will be such that we would want for ourselves if we had been in the clients’ situation.
• Being transparent in all our actions builds the foundation for long-term engagement and win-win for both clients as well as us.

We believe in working with a limited number of clients and providing them with 360-degree advisory on their complete finances. We do not believe in revenue targets, building stronger relationships is the key. Also, we have applied for the SEBI Investment Advisors Regulations. Consequently, our headcount will also grow.

Job Profile & Responsibilities

• Assisting senior Financial Planner in preparation and review of comprehensive financial plans.
• Coordination with clients and internal team members with respect to the implementation of plans. Aid in queries related to the financial plans and investment recommendations.
• Coordinating with clients to set up meetings and also be involved in the meetings.
• Co-ordination for executing the risk management as per the financial plan.
• Computing Capital gains on a quarterly basis or as and when required.
• Handle other back office-related activities and compliance-related matters for clients
• There will be NO sales targets

Prefered Qualifications

• Postgraduate/ willing to complete Postgraduation in the next two years.
• CFP / NISM XA XB Certification/ willing to do NISM XA XB in next 6 months.
• Experience of a minimum of 1 year in the field of Financial Planning will be preferred, however, below desired candidate profile can also apply.

Desired Candidate Profile

• Knowledge of financial products (Insurance health/ life/ general, mutual funds, bonds, PPF etc.)
• Strong analytical and relationship management skills
• Ability to work harmoniously with team members.
• Comfortable with intricate financial calculations and advanced Excel, Word, and Powerpoint.
• Good command over written & spoken English is essential.

Additional Details

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Salary Range

Freshers- in range of INR 2L to 2.4L. Experienced 1-2 years - in range of INR 2.4L to 3L. Other benefits that we offer are - group medical insurance cover, 5 days’ work week, 28 days paid leaves every year, 10 public holidays, etc.

How to Apply

asawari@cwa.co.in