Circle Wealth Advisors jobs - Financial planning intern

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.