Paraplanner

SummaryPlease send short introduction video using Teams, Zoom, Etc. to Introduce yourself and why you think you are a Great fit for the role. I am looking to offshore my paraplanning needs. I am a full scale personal financial planning firm (not business planning). We are growing tremendously. This will require using eMoney financial planning software. Job...

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...

**Experience**:Fresher / 1 Year Education & Certification: Bachelor's Degree in Finance or Related Field CFP / NISM 10(A) / NISM 10(B) **Skills**:Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to clients:...

**V Financial Services**: A wealth advisory firm, V-Financial Services, has been rendering innovative and unequalled financial solutions to corporates as well as individuals. As a group of qualified financial professionals with an enriched experience of 20+ years in the BFSI sector, VFS has emerged as a female-led company with cosmopolitan presence. **1...

**Summary** I am looking to offshore my paraplanning needs. I am a full scale personal financial planning firm (not business planning). We are growing tremendously. This will require using eMoney financial planning software. Job duties include data entry, analysis, recommendations, document preparation including comprehensive financial plan, assumptions,...

Para Planner / Junior Planner / Associate - Location: - Bengaluru - 2 / Gurugram - 2 / Pune - 2 experience - 2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessary For Planner - SEBI regulations - Post Grad + NISM XA, NISM XB and 2 yrs relevant work ex **Job...