Full Circle Financial Planners and Advisors - Network FP

Full Circle Financial Planners and Advisors

Mumbai ( office in South Mumbai ) 23 May 2022 www.fullcirclefpa.com

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