Job Title

Assistant to Chief Financial Planner.

Job City

Mumbai ( office in South Mumbai )

Company Profile

A Personal Financial Planning and SEBI Registered 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 or more

Prefered Qualifications

Desired Candidate Profile

• Excellent English correspondence skills
• Good Communicator -Word / Excel / PowerPoint Proficient
• CFP/QPFP certificant
• Looking at a long-term relation/employment with the company.

Additional Details

Contact : Kalpesh Ashar – email id : kalpesh@fullcirclefpa.com Mobile : 9820878009

Salary Range

Can be discussed personally.

How to Apply

kalpesh@fullcirclefpa.com