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Senior Financial Planners & Financial Planners Required @ A leading Financial Advisory Firm
Company Name FPA, Ambition
Location Mumbai, India
Job Type Full Time
Job Description

 

 

Senior Financial Planners

Age: 35 years plus

Qualifications: MBA, CFP/CFA but can be relaxed in the case of an experienced candidate.

Experience:  Those who have an established practice in Financial Planning/Wealth Management, Banker, Insurance or Mutual Fund employees who have had at least 10 years of experience in the area of financial planning. Professionals who have recently received superannuation from their organization but are keen to continue working may also apply

Assignment:

  • To establish the principles around which customised financial plans can be drawn
  • Evolve a system of tracking that the financial plan and its execution is in line with the financial goal of the client.
  • To lead a team of mid level and Trainee Financial Planners
  • Directly deal with the high net worth customers

Financial Planners

Age: 30 years plus

Qualification:  MBA, CFP/CFA but can be relaxed in the case of an experienced candidate.

Experience:  Those who have an established practice in Financial Planning/Wealth Management, Banker, Insurance or Mutual Fund employees who have at least 5 years of experience in the area of financial planning. Professionals who have recently received superannuation from their organization but are keen to continue working may also apply

Assignment:

  • Prepare financial plans for clients
  • Review the progress of the plan and its execution to ensure that it is in line with the financial goal of the client.
  • Those who are capable and willing will be allowed to lead a team of Trainee Financial Planners

Trainee Financial Planners

Age: 20 years plus

Qualification:  MBA, CFP, CFA

Experience:  Those who have acquired a qualification with the intention of building a career in the financial advisory service

Assignment:

  • Prepare financial plans for clients under supervision
  • Review the progress of the plan and its execution to ensure that it is in line with the financial goal of the client.

 

Compensation:

Can be on fixed pay or retainership

Please send your applications to: placements@fpa.edu.in mentioning the position and location for which you are applying in the subject line 

 

Posted Date 01/06/2012

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