Paraplanner, Associate, Junior para Planner

Experience: - 2+ years in financial planning, portfolio planning / advice / portfolio analysis / in the mutual fund industry / multi-product experience / analysis experience necessary. For Planner - SEBI regulations - A professional qualification or post-graduate degree or post graduate diploma (minimum two years in duration) in finance, accountancy,...

**Associate Transport Planner Role**: **Your skills and experience** 10+ Years of Relevant experience in mobility planning, including experience working on multi-disciplinary projects in urban development and/or infrastructure Master//'s Degree or equivalent in planning or civil engineering Ability to communicate and interact comfortably with a range...

Role Overview - Junior Wedding Planner: As a Junior Wedding Planner, you’ll support the planning and execution of weddings and related events. This is an on-ground, hands-on role ideal for someone looking to grow in the wedding industry and gain real-time experience. Key Responsibilities: Assist senior planners with end-to-end wedding...

Job Role: Para Planner/Financial Planner Experience: Fresher/Experience Location: Nashik Minimum Requirements 1. Graduate/Postgraduate in finance or relevant degree. 2. Minimum 1-year experience within the financial planning/Investment/Insurance. 3. Understanding of the financial planning process. 4. Attention to detail. 5. Good report writing skills. 6....

**Job Description: Junior Financial Planner** **About V-Financial Services** V-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric...

Job Description: Junior Financial PlannerAbout V-Financial ServicesV-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric...

**Experience**:Fresher / 1 Year Education & Certification: Bachelor's Degree in Finance or Related Field CFP / NISM 10(A) / NISM 10(B) **Skills**:Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to clients:...

**About V-Financial Services** V-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach. **Role Overview** **Key...

**V Financial Services**: A wealth advisory firm, V-Financial Services, has been rendering innovative and unequalled financial solutions to corporates as well as individuals. As a group of qualified financial professionals with an enriched experience of 20+ years in the BFSI sector, VFS has emerged as a female-led company with cosmopolitan presence. **1...

Probitus wealth isa fast growing wealth management firm and is currently looking for CFPs/Qpfp with no less than 3 years of experience in both financial planning and investment advisory. Candidate is expected to have excellent communication skills both verbal and written and has to be based in Mumbai. Office location is Matunga, Mumbai. Kindly send your CV...