Careers

About Fee-Only

We are Hiring

Company name

Fee Only Investment Advisers LLP

Job City

Mumbai

Company Site

www.feeonlyia.com

Company Profile

Fee Only Investment Advisers LLP is a SEBI registered Investment Advisor having a niche base of financial planning clients within and outside India. The principal officer and partner Harsh Roongta is a well-known media personality who is an acknowledged expert on tax and personal finance matters. Harsh is also vice Chair of the Association of Registered Investment Advisers (ARIA)- a section 8 not for profit company.

Senior Financial Planner

Job ProfileThe opening is for a seasoned financial planner properly qualified person as per SEBI Norms. It is an opportunity to hone your skills in this exciting profession and work closely with Harsh to enable our clients to attain their goals.
Responsibilities
  1. Analyze and assess the clients overall financial situation, understand their requirements and develop a comprehensive financial plan
  1. Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long term goals
  1. Initiate clients meetings, plan presentations and continuous interaction with the client in relation to the financial planning process
  1. Managing client communications pre and post planning phase & suggesting innovation in planning and work process
  1. Managing & retaining client relationships
Desired Candidate Profile

1.Minimum 3-4 years’ experience as a financial planner with an Investment advisory firm

2.Candidate must have a premium post graduation qualification (CFA/ CA / CS / MBA )

3.Candidate must have done one of the following certification course – CFP or CWM or X-A X-B
from NISM

4.Good understanding of Mutual Funds, Fixed Income Products, Life & General Insurance

5.The candidate needs to be proficient in Excel , word, PPT and Internet

6.Candidate should have excellent oral and written communication skill in English

Salary RangeSalary will be around Rs.50,000/- to 60,000/- per month and will not be a constraint for the right candidate.
Additionally there are retention bonus(es), performance based pay & medical insurance reimbursement.
Additional Details 
  • 5 days work week (Sunday and Mondays off) , 28 days paid leave + 10 public Holidays
  • Its a full time work from office position
  • Office located in BKC, Mumbai
How to Apply email: join@feeonlyia.com with details of your resume Fill the Google form at https://forms.gle/rjSLzHb6HjN6G5E6A
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