Circle Wealth Advisors Pvt. Ltd.

Mumbai (BKC Office) 12 Jan 2021

Job Title

Financial Planner

Job City

Mumbai (BKC Office)

Company Profile

Circle Wealth Advisors Pvt. Ltd. is a niche wealth management firm focused on managing the complete financial life of individuals. We cater to professionals employed in corporate organizations and self employed businessmen. 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 –

1. The very reason of our engagement is to constantly deliver VALUE to our customers such that they are at peace with their finances
2. Any advice will be such that we would want for ourselves if we had been in the clients’ situation.
3. 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 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. Our website is currently under review and will updated soon.

Job Profile & Responsibilities

  • Creating financial plans for the clients
  • Co-ordinating with the clients for data gathering, documentation and resources enabling the creation of the financial plans
  • Meeting clients with respect to their queries and during the course of planning
  • Advising the clients on the products available in the market, their attributes and hand holding them in choosing the right ones for their needs
  • Conducting review meetings and take follow up actions
  • Creating client presentations
  • Helping clients in tax planning & filing
  • Handling incoming prospect queries
  • There will be NO sales targets

Prefered Qualifications

A post graduate along with CFP / CFA / CA / NISM XA XB with understanding of investment products and taxation.

Desired Candidate Profile

Financial Planning & Investment advisory services are an intensely personally satisfying & sunrise practise area where the skills and knowledge of the candidates make a difference to the way clients lead their lives. The ideal candidate should be –

  • Minimum 5 years overall experience in financial services industry with atleast 2 years experience in making financial plans, either on excel or on any proprietary software.
  • Fluent in English language and ability to grasp new ideas quickly.
  • Good excel and inter personal skills are necessary.
  • Women candidates with suitable experience who are taking a break from their career and wish to resume their careers on a flexi time/work from home basis preparatory to converting into a full time option some years later.

Additional Details

Growth Opportunities – We are a rapidly growing organization, aiming to grow our client base by 25% every year over next 5 years. Also, we are in the process of applying for the SEBI Investment Advisors Regulations. Consequently, our headcount will also grow. Candidates joining at this phase will take leadership positions going forward. We are inclined to offer good growth prospects, both in terms of profile, responsibilities and remuneration.

Salary Range

Remuneration offered – We are open to mutually decide it based upon the candidates' experience and expectations, but it would not be less than INR 3.5L p.a. Other benefits that we offer are group medical insurance cover, 5 day work week, 28 days paid leaves every year, 10 public holidays, etc.

How to Apply