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Para Financial Planner

Company
Manek Financial Advisors Pvt. Ltd.
Description

Analysis and access the clients overall financial situation ,understand their requirements and develop a comprehensive financial plan. Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long term goals. Initiate clients meetings, plan presentations and continues interaction with the client in relation to the financial planning process. Managing client communications pre and post planning phase & suggesting innovation in planning and work process. Monitoring efficiency of the team, highlight deviations and specific constraints for not achieving targets. Being able to keep up and learn things quickly in the fast paced environment and efficiently managing regular changing of priorities. Accuracy, attention to detail and ability to explain complex information clearly and simply.
Position
Para Financial Planner
Qualifications
Candidate must comply with RIA Regulations. Candidate must be Graduate/Post Graduate in any stream with a penchant for knowledge and a burning desire to learn. He/she must be CFP certified with the experience of 1-3 years in personal financial planning. Has sound financial product knowledge and basic concepts about financial planning and allied financial areas. The candidate needs to be proficient in Excel ,computer /Internet. Candidate must have Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, documentation Skills, Resolving Conflict, Analyzing Information and multi-tasking He/she should be able to competently & independently perform all the functions. We are looking for the candidates with excellent oral and written communication skill in English.
Experience
Additional Information
If you are interested in working with us, please send your resume to career@manekfinancial.com,and mention in your email
a) whether you are looking to work on a full time or part time basis, and
b) when you are able to commence employment.
No. of Vacancies
2
Remuneration
As per the industry standards.
Location
Mumbai