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Para Planner@Getting You Rich

Company Name Getting You Rich
Location Goregaon,Mumbai, India
Job Type Para Planner
Job Description

Company Profile 

We help families to manage their personal finance. We conduct financial wellness workshops & run a blog. We are liked, followed, read or visited by over 7,000 friends. We have written over 500+ articles. 

Job Description : 
Work closely with the Financial Planner, support the back end workings, implement the plan, prepare planning presentations, assist in reviews, prepare minutes of meeting, assist in research, manage compliance & follow up with clients. 

Candidates Profile :  

CFP with 0 to 2 years of experience

CFP Freshers. Basic communication skills (verbal & written) are necessary. 

Salary : 

As per market standards

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 21/01/2020