Para Financial Planner / Trainee Financial Planner

Full Time
CBD Belapur - Navi Mumbai
Company Name : Ladder7 Wealth Planners Pvt. Ltd.

Company Website :

Company Profile (in short) : Ladder7 Wealth Planners Pvt. Ltd. is a Mumbai, India based Professional Financial Planning & wealth advisory firm, offering fee-only planning & advisory services for families/ individuals. Ladder7 has been founded by Suresh Sadagopan – a pioneer & a leader in the Financial advisory space.

No. of vacancies: 3

Job Profile & Responsibilities :
  • This position would allow the candidate to learn true financial planning/ advisory in an RIA firm. Training & mentoring assistance provided would be invaluable for the future career progression of the candidate. The candidate would over-time get hands-on experience in doing financial plans & offering advisories. This is a true advisory position & there is no sales involved.
  • As per the regulations, a candidate who satisfies all conditions needed to function as an advisor only can provide advice and talk to clients. We are recruiting Para planners/ Trainee Financial Advisors who will learn the ropes of Financial Planning and provide assistance to other planners in delivery of services and advice to clients.
  • The candidate is expected to have sound knowledge on financial planning & allied finance areas, which we will build on.
  • We are looking for candidates with excellent oral and written communication skills in English.
  • Knowledge of Hindi, Marathi and other regional languages is a plus.

Desired Candidate Profile :
  • As per the IA regulation, candidates would need to have a PG level education in finance or allied areas, two years relevant experience and certifications like NISM XA/ XB. Only those complying with the above criteria can function as client facing Financial Advisors.
  • We are looking for a candidate who has done graduation in commerce (B Com ) or BAF, BFM, BMS or other such courses. with CFP certification. Also NISM XA/XB or CFP certification is needed. Over time, the candidate needs to pursue PG course too and get the necessary two years relevant experience after which they can be full-fledged Client facing advisors.
  • CFP certification should be through regular pathway only. If the candidate is a postgraduate with professional degrees like CA, CFA, MBA etc., it will be a distinct advantage.
  • We are looking for those with minimal or no experience. They will get trained in Financial Planning and Advisory at Ladder7.
  • Candidates who are from Central & Harbour lines would be preferred. Outstation candidates are welcome to apply if they are willing to relocate to Navi Mumbai.
Salary Range : Will be as per the merits of the case.

Additional Details : Candidates will need to go through a test and interview as part of the selection process

Hiring Manager Details:

Prateek Patani / Pankaj Hayan

[email protected]

9920132979/ 9372542775