Senior Financial Planner

Type:
Full Time
Location:
MUMBAI
Description:

COMPANY NAME:Plan Ahead Wealth Advisors Pvt Ltd.

COMPANY PROFILE:We add time to the lives of busy and successful professionals and senior management executives across the globe, by helping them have a panoramic view of their finances. By providing a personalized and unbiased analysis of their finances, resources and life goals, we empower client families and guide them so that they have the time and freedom to do the things they would truly like to do.

JOB PROFILE:
  • Coordinating new client onboarding process with service team
  • Data gathering and Financial plan creation within agreed turnaround time lines and as per process checklists
  • Presentation of draft and final plans within agreed turnaround time lines
  • Portfolio reviews and recommendations within agreed turnaround time lines and as per process checklists
  • Portfolio reviews and recommendations within agreed turnaround time lines and as per process checklists
  • Coordination with Wealth Manager and service team for implementation of advice within agreed turnaround time lines
  • 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 Wealth Manager
  • ​Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings
  • QUALIFICATION & EDUCATION CRITERIA REQUIRED OF THE CANDIDATE : Post Graduation in Finance, CFP, NISM XA, NISM XB

    SALARY RANGE:in line with the Industry standards

    COMPANY WEBSITE : https://planahead.in/

    Hiring Manager Details:

    Deepika

    [email protected]