Para Planner - Financial Planning

Company Description

CAGRwealth is a fee only investment advisory practice, based out of Mumbai, catering to clients pan India. We specialize in full scale Financial Planning services (Goal based investing, Retirement Planning, Goal funding, Goal Scenarios and so on) and also manage direct equity portfolio advisory services.

Role Description

This is a full-time on-site role for a Para Planner at CAGRwealth in Mumbai. The role would entail working on building new plans for clients and reviewing existing plans to make changes.

Location: Wadala East - Mumbai

Type: Full Time - In Office

Responsibilities

a) Work alongside the Lead Financial Planner in preparing and executing end-to-end financial plans

b) Gather, organise and analyse client financial data (income, expenses, assets, liabilities, insurance, investments)

c) Assist in building goal-based financial plans including retirement, education, protection and wealth creation

d) Prepare cash flow projections, net worth statements and scenario analyses

e) Support portfolio reviews, investment proposals and periodic client reviews

f) Ensure accurate documentation, reports and presentations for client meetings

g) Coordinate with internal teams and follow up on action points post client discussions

What Were Looking For

a) Strong interest in financial planning and wealth management

b) High attention to detail and comfort with numbers and analysis

c) Good working knowledge of MS Excel and PowerPoint (financial models, reports, presentations)

d) Clear written and verbal communication skills

e) Ability to work closely with a senior planner and manage multiple client deliverables

Note:

1. We are looking for people who have hands on experience with financial planning. So if you haven't made financial plans, please do not apply. This is NOT a paraplanner role
2. This is a full time in - office role. Location: Wadala, Mumbai

Qualifications

a) Certifications such as CFP or CWM (completed will be preferred)

b) Exposure to financial planning tools, investment products or advisory setups