Full Circle Financial Planners and Advisors

Mumbai (South) 12 Jan 2021 www.fullcirclefpa.com

Job Title

Assistant to Chief Financial Planner

Job City

Mumbai (South)

Company Profile

A Personal Financial Planning and Investment Advisory firm based in Mumbai offering its services on a Fee based model to its clients. Work Ethics and Integrity are of prime importance for this firm.

Job Profile & Responsibilities

Communication, Correspondence and Interaction with Clients – Financial Plan compilation and Preparation – Compilation and updation of data and records -Assistance in Office related matters – Preferable two years experience.

Prefered Qualifications

Graduate with CFP certification.

Desired Candidate Profile

Excellent English correspondence skills – Good Communicator -Word / Excel / Power Point Proficient – AFP / CFP certficant – Looking at a long term relation / employment with the company.

Additional Details

Not available.

Salary Range

Can be discussed personally.

How to Apply

kalpesh@fullcirclefpa.com / Mobile no - +919820878009