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Para Planner

8 months 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 & Patience**:

- We do our research and stand with our clients through thick and thin.

**Why Work With Us**:
**Culture**:

- Work with a firm that has multi-generational experience in the markets, and yet retains the informal vibe of a start-up.
- **Mentorship**:

- Learn about financial planning, markets and personal finance from our seasoned team.
- **Skills and Rewards**:

Acquire both the hard and soft skills essential to a wealth management career or an entrepreneurial foray, with competitive remuneration.

**Para Planner**:

- 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.