Job Title

Associate Financial Planner

Job City

Thane

Company Profile

Proficient financial planner is an 11-year-old Financial planning firm and Sebi registered investment advisor. We are FEE Only planners and don’t sell products. Presently we manage 67 families with total assets under the advice of 55 crores

Job Profile & Responsibilities

Data collection from clients, Preparing & sending quotes to clients, Working on the financial plan, Creation of the final plan, communicating with clients on their data, reviews, follow-ups. Tracking the reviews and arranging review meetings.

Prefered Qualifications

Post Graduate & CFP orQPFP (Those pursuing PG but CFP or QPFP certified)

Desired Candidate Profile

Candidates having a flair for financial planning career and having a minimum of 1 year of work experience will be preferred. Having good knowledge of personal taxation will be an added advantage

Additional Details

Candidates preferably staying on the central line can apply.

Salary Range

Rs. 2 lakhs onwards plus incentives

How to Apply

steven@proficientplanners.com