Job Title

Financial Planner Trainee

Job City

Mumbai

Company Profile

Fee-Only Investment Advisors LLP is a SEBI registered Investment Advisor having a niche base of financial planning clients within and outside India. The principal officer and partner Harsh Roongta is a well-known media personality who is an acknowledged expert on tax and personal finance matters. Harsh is also vice-Chair of the Association of Registered Investment Advisers (ARIA) – a section 8 not-for-profit company.

Job Profile & Responsibilities

•  Creating smart, enriching PowerPoint presentations for client meetings, webinars
• Preparing user-friendly excel reports using Advanced Excel functions
• Creating workflows & processes for internal consumption
• Coordinating with the clients for data gathering, documentation, and resources enabling the creation of the financial plans & ensuring delivery of the same with the assistance of the financial planner.
• Scheduling quarterly plan reviews with clients and preparing required reports.
• Ensuring delivery of VALUE to the clients & customer satisfaction.
• There will be No product sales targets, but managing & retaining acquired relationships.

Prefered Qualifications

CA/MBA/M Com/MA Economics or as prescribed By SEBI and appropriate certification requirements such as XA & XB/CFP/QPFP/CWM etc.

Desired Candidate Profile

The opening is for a fresh enthusiastic and properly qualified person as per SEBI Norms. It is an opportunity to hone your skills in this exciting profession and work closely with professionals working in this area.

Additional Details

• Boutique Financial planning firm that works with high net worth clients. Excellent chance to work with top-ranking finance professionals like Harsh Roongta.
• 5 days work week (Sunday and Mondays off), 28 days paid leave + 10 public Holidays
• Hybrid work environment – few days in office (at Bandra Kurla Complex Mumbai) and few days work from home.

Fill the Google form at – https://forms.gle/Asugi58hjELitE5V7

Salary Range

The initial year stipend will be Rs. 2,40,000 to Rs. 3,00,000 per annum.

How to Apply

join@feeonlyia.com