Financial Planning Intern Jobs Opening in Circle Wealth Advisors at Hinjewadi, Pune
Job Description
Job Profile & Responsibilities
-Assisting senior Financial Planner in preparation and review of comprehensive financial plans.
-Coordination with clients and internal team members with respect to the implementation of plans. Aid in queries related to the financial plans and investment recommendations.
-Coordinating with clients to set up meetings and also be involved in the meetings.
-Coordination for executing the risk management as per the financial plan.
-Computing Capital gains on a quarterly basis or as and when required.
-Handle other back office-related activities and compliance-related matters for clients
-There will be NO sales targets
- Job location Hijawadi Pune (not remote)
-All Saturdays are working, alternate Mondays will be off.
Desired Candidate Profile
-Knowledge of financial products (Insurance health/ life/ general, mutual funds, bonds, PPF, etc.)
-Strong analytical and relationship management skills
-Ability to work harmoniously with team members.
-Comfortable with intricate financial calculations and advanced Excel, Word, and Powerpoint.
-Good command of written & spoken English is essential.
Preferred Qualifications
-Postgraduate/ willing to complete Postgraduation in the next two years.
-CFP / NISM XA XB Certification/ willing to do NISM XA XB in the next 6 months.
-Experience of a minimum of 1 year in the field of Financial Planning will be preferred, however, Freshers fulfilling the above-Desired Candidate profile can also apply.
More information about this Financial planning intern Job
Please go through the below FAQs to get all answers related to the given Financial planning intern job
- What are the job requirements to apply for this Financial planning intern job position?
- Ans: A candidate must have a minimum of 1 year experience as an Financial planning intern
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BBA/BBM
- What are the salary requirements for this job?
- Ans: The salary range is between 20000 and 22000 Monthly. The Salary will depend on the interview. This Financial planning intern is a InternShip in Pune.
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Financial planning intern is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Financial planning intern position?
- Ans: There are immediate 1 job openings for Financial planning intern in our Organisation.
