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Associate - Para Planner @ V R Wealth Advisors Private Limited

Company Name V R Wealth Advisors Private Limited
Location Mumbai, India
Job Type Associate - Para Planner
Job Description

 Dear Students,

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 :

Company Profile : V R Wealth Advisors Pvt Ltd is a boutique practice firm , since 2003 with a team of CFP , MBA working with us , a SEBI Registered Investment Advisers since December 2014 , we were among the first 30 companies to get SEBI Investment Adviser License , at V R Wealth Advisors we have a strong culture of client first , and we take pride in saying that we are among the first firms in the country who is adopting a fee only practice model with no-conflict of interest , we are undergoing a transition to reach this objective , we are in search of strong minds who align with this purpose and would like the clients to win along with the practice growing by leaps and bounds , the next decade is exciting for people with similar mind sets and who would like to associate with our firm  and grow along with the firm to take leadership roles in the near future and be independent thinkers . At V R Wealth Advisors we value our culture and this strong culture should be able attract the best minds in the industry who value similar culture and would like to associate for a greater cause

Job Location : Mumbai

Job Profile & Responsibilities : 

  • Assisting in Delivering Financial plans for Affluent & High Net worth Individuals , Co-ordinating within the team leader 
  • client and external associates to ensure timely closure 
  • Responsible for Keeping control on the minutes and actions and following the workflow to ensure accurate and timely completion  
  •  Troubleshoot issues and coming up with resolutions

Candidates Profile : 

  • Qualification: Qualified CFP ( Minimum B Grade in 3/5 Papers ) , Graduation ( Minimum CGPA > 6.5 Points ) 
  • Post Graduation candidates will be preferred | Minimum Experience: Total experience of at least 2 years in a similar organization and role 
  • Experience in managing a team will be an added advantage
  • Fluency in both Verbal and Written English communication
  • Should have had hands-on experience in using any Financial Planning Software for preparing Financial Plans 
  • Experience in managing a variety of client profiles will be an asset
  • We are an equal opportunity employer hence women are encouraged to apply for this role

Salary : Will be as per the prevailing Industry Standards - Higher Alignment with Competency & desired Personal Attributes will be considered for a markup over Industry Standards

Additional Details : Role is challenging , non-sales , advisory in nature and will test your competencies on the job . A constant & quick learner ,  fluent and clear communicator , curious with analytical bent will have more chances of enjoying this role

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.


Posted Date 03/01/2018