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Assistant to Chief Financial Planner @ Full Circle Financial Planners and Advisors

Company Name Full Circle Financial Planners and Advisors
Location Mumbai, India
Job Type Assistant to Chief Financial 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 Profile : A Personal Financial Planning and Investment Advisory firm based in Mumbai offering its services on a Fee-based model to its clients. Work Ethics and Integrity are of prime importance for this firm.

Company Website :

Job Location : Mumbai ( office in South Mumbai )

Job Responsiblities :

  • Communication, Correspondence and Interaction with Clients.
  • Financial Plan compilation and Preparation.
  • Compilation and updating of data and records.
  • Assistance in Office related matters

Candidates Profile :

  • Excellent English correspondence skills.
  • Good Communicator -Word / Excel / PowerPoint Proficient.
  • AFP / CFP certificate.
  • Looking at a long-term relation/employment with the company.

Salary : Can be discussed personally.

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 17/05/2018