Para Planner / Senior Planner

Full Time

Organisation Name : Plan Ahead Wealth Advisors Pvt. Ltd.

No. of vacancies : Bengaluru- 2 positions / Gurugram- 2 positions / Pune- 2 positions / Mumbai- 4 positions

Job description:

  • Coordinating new client onboarding process with back office team
  • Data gathering and Financial plan creation within agreed TAT and as per process checklists
  • Presentation of draft and final plans
  • Portfolio reviews and recommendations
  • Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines
  • Coordination with Senior Advisors/Wealth Managers and Back Office team for implementation of advice
  • Aid in queries linked to clients financial plan and/or portfolio recommendations
  • Financial planning software, risk profiling software housekeeping and portfolio reporting software
  • integration with client reports
  • Research software integration for client reports
  • Maintenance of planning and review calendars
  • Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Planning Trends, Alternate Investments, Macro Economy, Global events)
  • Providing clients with information on new and existing products and schemes in coordination with Research/Seniors
  • Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings
  • Sharing research/investment updates with clients on an ongoing basis during meetings Website content and social media content maintenance with planner insight

Experience : 2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessary as per SEBI regulations

Eligibility: CFP professionals

Salary Expectation : 3 lakhs to 10 lakhs depending on work experience years and knowledge and skill set

Hiring Manager Details:


[email protected]

+91-22-26345000/ 49705688