Job Title

Para Financial Planner

Job City

Mumbai

Company Profile

At ACE we offer comprehensive financial planning solutions to our clients. We believe in being friend, guide & philosopher for our clients in their financial journey. For further details kindly visit our website www.gauravmashruwala.com

Job Profile & Responsibilities

Applications sought for the post of Para Financial Planner. Key areas of responsibility • Assisting in the financial planning process • Co-ordinating with the clients from the initial stage through the completion • Monitoring and Reviewing the financial plan • Conducting research to make suitable suggestions to clients • Assist in the routine administrative work.

Prefered Qualifications

CFP, CWM, CPFP, NISM L1 & L2 etc

Desired Candidate Profile

Candidate should be graduate/post-graduate in any field  along with CFP certification. Basic understanding of accounts and taxation is must. Certification in Mutual Fund and Life Insurance Licence will be an added advantage.  Experienced candidates preferred.

Additional Details

Interested candidates can apply by sending their resumes on info@gauravmashruwala.com by mentioning ‘Resume for the post of a para planner’ in the subject line.

Salary Range

As per industry standard

How to Apply

www.gauravmashruwala.com