Certified Financial Planner
4 days ago
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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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
3 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
4 weeks ago
Mumbai, India Network FP Full timeCompany DescriptionNetwork FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training programs, which...
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Certified Financial Planner
3 weeks ago
Mumbai, India Network FP Full timeJob Description Company Description Network FP, established in 2011, is a pan-India knowledge platform for personal finance professionals. Known for delivering quality and practical educational solutions, NFP has grown into a premier organization over the last 15 years. Our initiatives include memberships, certifications, events, workshops, and training...
