Certified Financial Planner

2 days ago

Mumbai, India Gennext Strategy Advisor Full time

TBNG, a SEBI Registered Investment Advisory Firm. Our extensive experience in the

investment advisory business spans over successful and proficient 2 decades. We have

mentored a myriad of entrepreneurs, professionals, business heads and families.

We are currently looking for an paraplanner to join our existing team, Paraplanners are

professional people who help financial advisors to manage their clients' finances and ensuring

the preparation of client advice is of the highest quality and delivered efficiently; while

mitigating any risks to the business and assisting the business to achieve its goals.

**Responsibilities**:

- Coordinating new client onboarding process with service team.
- Research and analysis of all investment products
- Presentation of draft and final plans within agreed turnaround timelines.
- Review notes from all prospect/client meetings, gather data and prepare forms, illustrations,

quotes and any

additional reports needed for appointments.
- Establish and build strong relationships with clients and attend client meetings.
- Aid in queries linked to clients financial plan and/or portfolio recommendations.
- 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).

**Qualifications**:
CFP Certification

Fresher or 1+ Years

Bachelor's Degree in Finance, CFP

High level of computer efficiency including MS-Office

**Skills**:Certified Financial Planner

Good understanding of financial products & services.

Excellent verbal and written communication skills.

Industry
- Financial Services

Employment Type

Full-time

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹15,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (required)

License/Certification:

- CFP Certification (required)

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