Plan Ahead Wealth Advisors

Mumbai 7 Apr 2020

Job Title

Senior Para Planner

Job City


Company Profile

Four times winner of the Registered Investment Advisor award in 2016,2017 2018 and 2019 by Outlook Money, Plan Ahead, was founded by Vishal Dhawan and Shalini Dhawan in 2003. Today, Plan Ahead is a leading player in the financial planning and wealth management segment. Over sixteen years, the organisation and team have grown significantly. Currently, the team consists of CFPs, Investment Advisors, CFAs, MBAs, etc. The team has over five decades of collective work experience in financial advisory and wealth management.

Job Profile & Responsibilities

Coordinating new client onboarding process
Data gathering and Financial plan creation within agreed timelines and as per process
Presentation of draft and final plans within agreed timelines
Portfolio reviews and recommendations as per process
Presentation of portfolio reviews and investment recommendations/exits to clients
Coordination with Investment Advisor & Service team for implementation of advice
Aid in queries linked to clients financial plan and/or portfolio recommendations
Keeping self updated on the financial markets & products (Equities, Mutual Funds, Planning Trends, Alternate Investments, Macro Economy, Global events)

Prefered Qualifications

Should have CFP, NISM V A MF certification, NCFM CMDM certification, CWM / CFA would be an advantage
Experience in the area of financial planning / wealth management / investment advisory / capital markets would be an advantage
Must have relevant work experience of 2-3 years

Desired Candidate Profile

Analytical ability, excellent written and oral communication skills
Updated understanding of markets, mutual funds, insurance and other personal finance areas
Willingness to attend meetings inside and/or outside office for client/other meetings, whenever needed
Comfortable with quick turnarounds and deadlines
Sound planning and product knowledge
Strong passion for working in a fast paced and result oriented environment

Additional Details

For queries, please email to

Salary Range

In line with relevant work experience and industry standards

How to Apply