Senior Financial Planner & Financial Planning Intern
- Type:
- Full Time
- Location:
- Mumbai – BKC
- Description:
-
Job Title : Financial Planning Intern
Company Name : Fee Only Investment Advisers LLP
Company Website : www.feeonlyia.com
Company Profile : Fee Only Investment Advisers LLP is a SEBI registered Investment Advisor having a niche base of HNI financial planning clients within and outside India. The principal officer and partner Harsh Roongta is a well-known media personality who is an acknowledged expert on tax and personal finance matters. Harsh writes a fortnightly column in Business Standard called "Truth be Told" and also appears on various TV shows. Harsh is also a director and ex chair of the Association of Registered Investment Advisers (ARIA), Governing Council Member – Sahamati; He is a member of the AIF advisory committee formed by SEBI.
No. of vacancies : 1
Job profile & responsibilities :
The candidate will get a chance to assist and learn from the Operations Manager and the Financial Planners in the following areas.
- Updating and maintaining client investment data in a software.
- Initiating Mutual Fund transactions for clients.
- Account opening and Update KYC for clients.
- Capital gain statements and CAS reconciliation.
- Providing MIS like SIP bounce report, STP report etc.
- Assisting senior financial planners in their tasks such as insurance analysis, search for unclaimed shares/dividends (IEPF), nominations audit on the investments of the client, portfolio performance review.
- Coordinating and follow up with Mutual funds houses and PMS providers.
- Client onboarding process.
Preferred qualification/s (Education, Certifications, etc) :
- Graduate/Postgraduate in any stream plus
- Min 3 CFP exams cleared or all completed
Desired years of prior work experience :For freshers only, who want to work in financial planning and wealth management.
Desired profile of candidate :
- Good knowledge in advanced Microsoft Excel including pivot tables/VLOOKUP etc.
- Good command of written & spoken English.
- Common Sense Financial Acumen.
Salary Range (if any) :
- The internship period is 12 months.
- Stipend during internship will be Rs. 24,000/- pm.
- This is 6 days a week work from our office at Bandra Kurla Complex (BKC).
- This does not require any sales activity.
Any other information :
- Flexible work hours
- CTC best in industry
- Excellent work environment
- Ideal work-life balance
- Opportunity to work with and learn from a team of seasoned Chartered Accountants, CFAs, and Engineer/MBAs
- Chance to learn and work with Harsh Roongta
- Hiring Manager Details: