Para Planner-CFP (Certified Financial Planner) Job

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Para Planner-CFP (Certified Financial Planner)


Start date
Starts Immediately
₹ 2,40,000 - 5,40,000 ₹ 2,40,000 - 5,40,000 /year
0-5 years
0-5 years experience
Apply By
5 May' 24
Posted 3 weeks ago

About the job

Key responsibilities:

1. Assist the chief FP in building a financial plan
2. Sit/attend all client meetings and build minutes of the meeting
3. Execute minutes of the meeting with the help of the back office team
4. Interact with clients to source planning related to data
5. Review portfolio and suggest changes/betterment
6. Work on Excel, PowerPoint, Gmail, and other relevant software to assist the chief financial planner

Skill(s) required

Effective Communication Financial literacy Investing MS-Excel Research and Analytics

Who can apply

1. Those who are from or open to relocate to Thane and neighboring cities

Other requirements

1. CFP - All exams completed

2. Even freshers are welcome

3. Hunger to grow in career

4. Interest in the job and the profession

5. Willing to take complete ownership of the tasks assigned

6. Willing to make extra effort to learn and be better at the tasks assigned

Duration: 3 months
Salary during probation: ₹20,000 - 35,000 /month (only for freshers)
After probation:

Annual CTC: ₹ 2,40,000 - 5,40,000 /year


Health Insurance

Number of openings


About Siddharth Shankaran

Aspire Financial Services is a 19-year-old Thane-based mutual fund distribution firm that specializes in providing investment solutions to grow our clients' finances and build wealth. Siddharth, being the second generation in this business, has been vital in providing research insights, enhancing service quality, and heading client relationship management. He is a certified financial planner and manages over 200 client portfolios.
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Hiring since July 2023
5 opportunities posted
2 candidates hired
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