Placements

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Para Planner@Plan Ahead Wealth Advisors

Company Name Plan Ahead Wealth Advisors
Location Mumbai, India
Job Type Para Planner
Job Description

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.

Job Description : 
 
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
Keeping updated on the financial markets & products (Equities, Mutual Funds, Planning Trends, Alternate Investments, Macro Economy, Global events)
 
Candidates Profile :  
 
Analytical ability, excellent written and oral communication skills
Updated understanding of markets, mutual funds, insurance and other personal finance areas
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
Strong passion for working in a fast paced and result oriented environment 
Should have CFP, NISM V A MF certification, NCFM CMDM certification, CWM / CFA would be an advantage
Experience in the area of financial planning / wealth management / investment advisory / capital markets would be an advantage
Work experience of 2-3years
Salary :   In line with relevant work experience and industry 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.

Posted Date 10/01/2020

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