Attention! This job posting is 281 days old and might be already filled.

CFP @ Plan Ahead Wealth Advisor Pvt Ltd

Company Name Plan Ahead Wealth Advisor Pvt Ltd
Location MUMBAI, India
Job Type CFP
Job Description

Company Website :

Company Profile : Plan Ahead is the Winner of the Best Investment Advisor 2016& 2017 by Outlook Money, India's leading personal finance magazine. Plan Ahead is a SEBI Registered Investment Advisor. Plan Ahead aims to add meaning to finances and time to clients' lives, by providing financial planning & wealth management solutions. It was established in 2003 by Vishal Dhawan and Shalini Dhawan.

Job Description :

  • Client portfolio reviews and change recommendations.
  • Assisting investment advisors in financial plan data collection and client coordination.
  • Financial plan creation.
  • Assisting investment advisors in preparation for plan presentation and plan and portfolio review meetings.
  • Coordination with investment advisor and client servicing teams with respect to implementation of plan where applicable.
  • Research on new financial planning trends and data insights linked to financial plans.
  • Aid in queries linked to clients financial plan and investment recommendations.
  • Financial planning, risk profiling software housekeeping and portfolio reporting software integration with client reports.
  • Maintenance of planning and review calendars for clients.
  • Compliance for clients.
  • Detailed research on multiple financial products

– Mutual funds

- Equities

- Portfolio Management Services

- Bonds

- Real Estate

- Commodities

- Alternative assets

- Life Insurance

- Health insurance

- Other insurance

- IPOs

  • Regular meetings with Asset/Fund/Portfolio Managers and Relationship Managers to get their view on financial markets and financial products.
  • Analysing and sharing macro views on global and local economy, and local and global financial markets.
  • Sharing research/investment updates with investment advisors and with teams on an ongoing basis.
  • Commentary creation to share with clients – newsletters, social media, blogs, case studies, articles, etc
  • Research software housekeeping.
  • Blog, website and social media maintenance with research, commentary and news insights.

Candidate Profile :

  • Analytical ability.
  • Comfortable with numbers.
  • Comfortable with meeting and interacting with people.
  • Willingness to coordinate amongst multiple teams.
  • Willingness to meet asset managers/product manufacturers to get views on financial markets and financial products, inside and outside office as and when events/opportunities arise.
  • Constantly updated on new happenings.
  • Good communication skills – oral and written.
  • Willingness to go out of office for client/ other meetings, whenever needed.
  • Ability to remain constantly updated on financial markets and macroeconomics.
  • Comfortable with quick turnarounds and deadlines.
  • Sound planning and product knowledge.
  • Portfolio design and monitoring experience.
  • Relevant work experience of at least 1 year

Experience :Relevant work experience of at least 2 years

Salary : Salary will be commensurate with Industry standards, and will depend on work experience , educational qualifications and skills.

 Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 18/09/2018