Compay Website : https://planahead.in/
Company Profile : Three times winner of the Registered Investment Advisor award in 2016,2017 and 2018 by Outlook Money, Plan Ahead, was founded by Vishal Dhawan and Shalini Dhawan in 2003. Today, Plan Ahead is a leading player in the financial planning and wealth management segment. Over fifteen years, the organisation and team have grown significantly. Currently, the team consists of CFPs, Investment Advisors, CFAs, MBAs, etc. The team has over five decades of collective work experience in financial advisory and wealth management.
Coordinating new client onboarding process
Data gathering and Financial plan creation within agreed timelines and as per process
Presentation of draft and final plans within agreed timelines
Portfolio reviews and recommendations as per process
Presentation of portfolio reviews and investment recommendations/exits to clients
Coordination with Wealth Manager & Service team for implementation of advice
Aid in queries linked to clients financial plan and/or portfolio recommendations
Financial planning/Risk profiling/Reporting software housekeeping and integration with client reports
Maintenance of planning and review calendars
Keeping updated on the financial markets & products (Equities, Mutual Funds, Planning Trends, Alternate Investments, Macro Economy, Global events)
Website content and social media content maintenance with planner insights
Excellent written and oral communication skills
Comfortable with numbers
Comfortable with meeting and interacting with people
Willingness to coordinate amongst multiple teams
Updated understanding of stock markets, debt markets, mutual funds, insurance and other areas such as Gold, Real Estate, Commodities, Macroeconomics
Updated understanding of all relevant taxation and other laws relating to investments
Willingness to attend meetings inside and/or outside office for client/other meetings, whenever needed
Comfortable with quick turnarounds and deadlines
Sound planning and product knowledge
Portfolio design and monitoring experience
Strong passion for working in a fast paced and result oriented environment
Ability to take initiative and execute assigned tasks in a timely and flawless manner (for senior roles)
Should have NISM V A MF certification, NCFM CMDM certification and NISM Level 1 and 2 Investment Advisor certification
CFP / CWM / CFA would be desirable
Experience in the area of financial planning / wealth management / investment advisory / capital markets would be an advantage
Relevant work experience of at least 1 year
Salary : As per market standards.
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.