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Position Details:
Position Supervisor Model @ Advantage Financial Planners LLP
Company Name Advantage Financial Planners LLP
Location Gurugram, India
Job Type Supervisor Model
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

 Company Profile :Advantage Financial Planners LLP is registered with Government Of India with the Ministry of Company Affairs as a partnership firm. The firm is is registered with SEBI (The Securities and Exchange Board of India) as "Registered Investment Advisors (RIA) under the SEBI (Investment Advisers) Regulations, 2013. Registration with SEBI as "Registered Investment Advisors (RIA) brings more formal approach, risk profiling, disclosures and transparency. While firm is a fee based investment advisor, this brings you the opportunity to get unbiased, researched, trustworthy, transparent and professional advice. The firm is managed by the founder and its Partner, Taresh Bhatia. The firm provides financial planning advisory services from its office in Gurgaon, India. The firm specialises in investment planning, retirement planning, tax planning, personal financial planning and wealth management.

Job Location : Gurugram  

Job Profile & Responsibilities : 

  •  Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, Product understanding.
  •  Coordinating with para planners on scenario analysis and case studies specific to client needs.
  •   Coordinating with all the providers of financial products for availability of product, compare analyze and finalizing of products.
  •   Contacting clients and setting up meeting, accompanying Advisory team for meeting and review.
  •   Review of financial plan with the Advisory team.
  •   Risk Profiling of Existing& New Clients. 

Candidates Profile : CFP 

Experience : 3+years with good communication skills

Salary : To be Discuss

 Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 30/08/2017

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