Financial Planning Assistant

1 day ago


Vadodara, Gujarat, India Ascent Financial Solutions Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Company Description

Ascent Financial Solutions Pvt. Ltd., founded in 2009 by Mr. Prakash Lohana, is a pioneer in financial planning and wealth management. The firm is professionally managed and registered with both SEBI and AMFI. Our mission is to transform the financial lives of our clients and bring them peace of mind by resolving financial worries. Ascent offers personalized, high-quality financial solutions tailored to each client's unique journey, serving a diverse clientele across 10 countries and multiple Indian cities.

Role Description

As an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.

Responsibilities

  • Assisting in gathering client financial information and conducting financial analysis.

  • Preparing financial plans and investment recommendations.

Participating in client meetings to present financial plans.

  • Monitoring and reporting on the progress of financial plans.

Qualifications

  • Bachelor's degree in finance, economics, or a related field.

  • Professional certifications such as CFP (Certified Financial Planner), CFA, CWM preferred.

  • Strong analytical and numerical skills.

  • Excellent communication and presentation skills.

  • Basic knowledge of financial planning principles and products



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