Financial Planner

Full Time

Company Name: Fee Only Investment Advisers LLP

Company Website:

No. of Vacancies: 1

Job Profile & Responsibilities:

  • Complete Back-office of the Investment functions including updating and maintaining the reporting software like Invest well
  • Initiating financial and non-financial transactions in MFU and resolving issues
  • Reconciliation of investor’s investments and other back-office functions like MIS, non-financial transactions, capital gain statements, ad hoc MIS reports, periodic MIS reports, CAS reconciliation
  • Providing various Management MIS from the back-office software
  • Assisting other financial planners in their tasks such as working on continue versus surrender analysis for existing life Insurance policies for clients, search for unclaimed shares/dividends on the Investor Education and Protection Fund website (IEPF) , completing nominations audit on the investments of the client
  • Coordinating and follow up with Mutual funds/PMS providers
  • Filling forms and client coordination for completing the documentation process
  • Data management and record keeping

Qualification: Graduate/Postgraduate in any stream plus CFP certification

Desired years of work experience: 0 to 2 years

Salary Range: 24,000/- per month

Hiring Manager Details:

Keval Sangoi

[email protected]