Para Planner

Join us and nurture your knowledge and skill-sets by becoming a member of one of the most experienced and respected advisory teams in India. At our company, we value relationships, showing empathy towards our clients, and believe in transparency & disclosures by always backing our recommendations with explanations. Diligence & patience are key values for us, as we conduct thorough research and stand by our clients through all situations. As a Para Planner, you will be taking the first step in your career as an Advisor and Financial Planner. In this role, you will assist a senior advisor in managing their clients by handling administrative tasks such as working with investment plans, portfolios, and tracking, without any client-facing responsibilities. The ideal candidate should have a Masters in Finance or Accounting, possess an aptitude for detail and numbers, and must have good English and computer skills. Key Responsibilities: - Assist senior advisor in managing clients by handling administrative tasks - Work with investment plans, portfolios, and tracking - Support senior advisor in various financial planning activities Qualifications Required: - Masters in Finance or Accounting - Strong aptitude for detail and numbers - Good English and computer skills Join us to work with a firm that has multi-generational experience in the markets while retaining the informal vibe of a start-up. Benefit from mentorship opportunities to learn about financial planning, markets, and personal finance from our seasoned team. Acquire both hard and soft skills essential for a wealth management career or entrepreneurial journey, with competitive remuneration.,