Para Planner/ Planner Advisory

Full Time

Company Name : Dilzer Consultants Pvt Ltd

Website : Planner Advisory (

Job Description :

  • Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product.
  • Coordinating with all the providers of financial products for availability, comparison, analysis and finalizing of products.
  • Contacting clients and setting up meetings, accompanying the advisory team for meetings and review.
  • Review of financial plan with the advisory team.
  • Risk profiling of existing and new clients and meeting them on one to one basis to understand and address their requirements.
  • Client portfolio reviews and recommendations.
  • Maintaining records of clients handled with review and portfolio checks.
  • Understanding of markets, market updates and news affecting our industry.
  • Coordination with investment advisors and client servicing teams with respect to implementation of plans where applicable and hand holding the client in questions relating to implementing the plan.
  • Research on new financial planning trends and data insights linked to financial plans. Must be able to articulate the same in an article format to publish on our website.
  • Aid in queries linked to clients’ financial plan and investment recommendations.
  • Maintenance of planning and review calendars for clients.
  • Compliance for clients.
  • Detailed research on multiple financial products.
  • Regular meetings with asset, fund, portfolio and relationship managers to get their view on financial markets and products.
  • Analysing and sharing macro views on global and local economy and financial markets.
  • Sharing investment related research, articles, blogs and updates with investment advisors and teams on an ongoing basis.

Certification : CFP

Qualification : Graduate or Post Graduate in Finance

Skills Required :

  • Honesty, integrity, hard work and pleasant personality.
  • Analytical ability and number crunching.
  • Comfortable with meeting and interacting with people at our office and at client locations.
  • Willingness to coordinate amongst multiple teams.
  • Willingness to meet asset managers and product manufacturers to get views on financial markets and products, at office and beyond as and when events and opportunities arise.
  • Good communication skills, both oral and written.
  • Ability to remain constantly updated on financial markets and macroeconomics.s
  • Comfortable with quick turnarounds and deadlines.

Years of Experience : 2-4 years

Salary Expectation : upto 8 lacs

Relevant candidates are requested to send their CVs to hiring manager. Email subject line should be : Applying for job position (Ref: FPSB India)

Hiring Manager Details:

[email protected]