Para Planner

3 days ago

Jayanagar Bengaluru Karnataka, India HEXAGON CAPITAL ADVISORS Full time

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.

  • Planner Advisory

    6 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...