Plan Ahead Wealth Advisors Pvt. Ltd.

Mumbai 20 Dec 2021

Job Title

Assistant Manager - Planning

Job City


Company Profile

Plan Ahead is a fee-only SEBI Registered Investment Advisor and the Winner of the Best Investment Advisor 2019, 2018 2017, and 2016 by Outlook Money. Plan Ahead aims to add meaning to finances and time to clients’ lives, by providing financial planning & wealth management solutions. It was established in 2003 by Vishal Dhawan and Shalini Dhawan and has completed 18 years.

Job Profile & Responsibilities

  • Assistance and coaching in the full financial plan preparation process and finalization with the team
    Managing team deadlines regarding client onboarding, plan presentations to be within agreed turnaround timelines and as per process
  • Handling team queries on plan preparation and portfolio recommendations to maintain advise quality
  • Handling planning, portfolio reviews, and recommendations for mapped clients
  • Validation and cross-checking of plan and portfolio review recommendations of para planners
  • Assisting paraplanners in making presentations within agreed turnaround timelines
  • Coordination with teams to ensure implementation of advice within agreed timelines
  • Ensuring adherence to plan review and portfolio review schedules
  • Coordinating housekeeping of all planning and reporting software
  • Building and refining financial plan presentations, reporting formats, and portfolio review reports
  • Meeting/calls with Asset Managers and Relationship Managers to get their view on financial markets and financial products
  • Tracking international/domestic trends, and building of alliances in the advisory industry
  • Identifying training needs and training and mentoring the paraplanners team on their training needs
  • Evaluation and finalization of Financial Planning Software, Reporting Solutions software, and integration with existing processes
  • Building processes for improvement in planning and portfolio analysis and review processes
    Strategic thinking around plan/portfolio meetings in consultation with other teams”

Prefered Qualifications

Post-graduation (2 years degree/diploma) mandatory, Should have NISM V A MF certification, NCFM CMDM certification, and NISM Level 1 and 2 Investment Advisor certification, CFP / CWM / CFA / QPFP would be desirable.

Desired Candidate Profile

  • Strong passion for working in an advisory business, in a fast-paced and result-oriented environment
  • Leadership qualities
  • Training, people management, and team-building skills
  • Analytical and Comfortable with numbers
  • Excellent written and oral communication skills
  • Comfortable with meeting and interacting with people and teams
  • Comfortable with quick turnarounds and deadlines
  • Updated understanding of stock markets, debt markets, mutual funds, insurance, taxation, and other areas such as Gold, Real Estate, Commodities, Macroeconomics
  • Willingness to attend meetings inside and/or outside the office for client/other meetings, whenever needed
  • Sound planning and product knowledge
  • Ability to take initiative and execute assigned tasks in a timely and flawless manner
  • Willingness to work independently on projects and initiatives

Additional Details

Work experience of at least 5+ years in the area of financial planning / portfolio analysis / investment advisory

Salary Range

Salary will be commensurate with Industry standards, and will depend on work experience , educational qualifications and skills.

How to Apply