Para Planner

1 week ago

Jayanagar Bengaluru Karnataka, India HEXAGON CAPITAL ADVISORS Full time
This is the first step in your career as an Advisor and Financial Planner. As a para planner you will be assisting a senior advisor on managing their clients. The nature of work is administrative - working with investment plans, portfolios, tracking etc. This role does not entail any client facing responsibilities.

The minimum qualification is a Masters in Finance or Accounting with an aptitude for detail and numbers. Good English and computer skills are a must.

  • Para Planner

    2 months ago

    Jayanagar, Bengaluru, Karnataka, India HEXAGON CAPITAL ADVISORS Full time

    This is the first step in your career as an Advisor and Financial Planner. As a para planner you will be assisting a senior advisor on managing their clients. The nature of work is administrative - working with investment plans, portfolios, tracking etc. This role does not entail any client facing responsibilities. The minimum qualification is a Masters in...

  • Para Planner

    4 weeks ago

    Bengaluru, India HEXAGON CAPITAL ADVISORS Full time

    Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...

  • Paraplanner

    3 weeks ago

    Bengaluru, India Happywise financial services Full time

    As a Para planner, you would be assisting the Chief financial planners in aspects like - 1. Research and Analysis: conduct research and analysis on financial products, investment options, and market trends. Gather information and data to support the financial planning recommendations made by the Financial planner. This involves studying investment...