Financial Planner
- Type:
- Full Time
- Location:
- BKC - Mumbai
- Description:
Company Name: Fee Only Investment Advisers LLP
Company Website: https://feeonlyinvestmentadvisers.com/
No. of Vacancies: 1
Job Profile & Responsibilities:
- Complete Back-office of the Investment functions including updating and maintaining the reporting software like Invest well
- Initiating financial and non-financial transactions in MFU and resolving issues
- Reconciliation of investor’s investments and other back-office functions like MIS, non-financial transactions, capital gain statements, ad hoc MIS reports, periodic MIS reports, CAS reconciliation
- Providing various Management MIS from the back-office software
- Assisting other financial planners in their tasks such as working on continue versus surrender analysis for existing life Insurance policies for clients, search for unclaimed shares/dividends on the Investor Education and Protection Fund website (IEPF) , completing nominations audit on the investments of the client
- Coordinating and follow up with Mutual funds/PMS providers
- Filling forms and client coordination for completing the documentation process
- Data management and record keeping
Qualification: Graduate/Postgraduate in any stream plus CFP certification
Desired years of work experience: 0 to 2 years
Salary Range: 24,000/- per month
- Hiring Manager Details:
-
Keval Sangoi