FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.
Company Website : www.ladder7.co.in
Company Profile : Ladder7 Financial Advisories is a leading financial planning and advisory firm since 2004 and is one of the most respected names in the business. We are registered as RIA with SEBI.
Job Location : CBD Belapur, Navi Mumbai
Job Profile & Responsibilities : There will be huge learning opportunities & this position will be ideal for someone who wants to acquire new knowledge & skills and get a good understanding of the financial planning domain.
Once the client is acquired, ensuring that the due compliance & documentation process is done.
Team & Business support functions like updating clients about upcoming goals/ payments etc., handling inquiries, contacting clients, billing etc.
Office functions like payments, liaison work & smooth conduct of office.
Planning related functions like portfolio reviews, preparation of reports etc. are also part of this role.
Candidates Profile :
The candidate needs to be a Graduate/ Post Graduate in any stream, with a penchant for knowledge and a burning desire to learn.
Candidates who have completed CPFP certification of Network FP would be welcome.
Experience is not a must. Freshers are welcome.
The candidate needs to be proficient in the use of computers/ internet & in general be tech savvy. Right attitudes about work are important. The candidate should be able to competently & independently be able to perform all functions (orientation will be given)
We are looking for candidates with excellent oral and written communication skills in English. Knowledge of Hindi, Marathi and other regional languages is a plus.
Outstation candidates willing to relocate are welcome.
Salary : Stipend/ remuneration will be commensurate with education/ experience. The indicative monthly salary would be in the Rs.15,000 to 20,000 pm range depending on the education, experience, fitment and how good they are.
Interested candidates can mail their updated resumes at “Placement@fpa.edu.in” with the company name and profile name.
Please go through the JD carefully before applying.