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Position Details:
Position Financial Planner @ Safehands Financial Advisors
Company Name Safehands Financial Advisors
Location Pune, India
Job Type Financial Planner
Job Description

Company Profile : Safehands Financial Advisors (SFA) is a SEBI Registered Investment Advisor (RIA) providing comprehensive financial planning & investment solutions, located in Pune and catering to over 85 happy families. We are into this industry for last 2 years and one of the fastest growing financial planning firms in Pune.

Job Description :

  • Financial Plan writing.
  • Plan presentation.
  • Plan Monitoring.
  • Relationship management.
  • other client facing activities.
  • Execution of plans.
  • documentation and other back office operations.

Candidate Profile :

  • Excellent communication skills in English (both written and spoken) is mandatory as the job involves interaction with senior professionals.
  • Proficiency in Hindi and Marathi will be added advantage.
  • Good knowledge of computer, email, internet. Proficiency in MS Excel is a must.
  • Graduate in any stream (50%+ marks)
  • CFP

Experience : Minimum 1 year in plan writing/presentation.

Salary : Compensation will not be a constraint for the right candidate. On par with the industry standards and with good incentive structure.

 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 26/07/2018

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