
Para Planner
1 day ago
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.
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Para Planner
3 days ago
Bengaluru, India HEXAGON CAPITAL ADVISORS Full timeJoin 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 &...
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Financial Planner
2 weeks ago
Bengaluru, India Dilzer Consultants Pvt Ltd Full timeCertification: **NISM XA/ XB/ CFP/ CWM** Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product. - Coordinating with para planners on scenario analysis and case studies specific to client needs. - Coordinating with all the providers of...
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Planner Advisory
5 days ago
Bengaluru, India Dilzer Consultants Full time**Location: Bangalore**: - Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details and understanding the product. - Coordinating with para planners on scenario analysis and case studies specific to client needs. - Coordinating with all the providers of financial products for...