| Role Overview | As a Trainee – Financial Planning, you will work closely with Senior Financial Planners and support them in delivering high-quality, client-centric financial planning services. This role is ideal for individuals looking to build a long-term career in financial planning and wealth advisory. |
| Key Responsibilities: | - Assist Senior Financial Planners in preparing and reviewing financial plans.
- Support portfolio analysis & review, asset allocation, and client reporting.
- Work extensively on Excel-based analysis and presentations.
- Assist with documentation, coordination, and client-servicing processes.
- Learn the end-to-end advisory workflow under close mentorship.
Note: This is a client-servicing support role and does not involve sales or client acquisition. |
| Who We Are Looking For: | - Freshers or candidates with up to 1–2 years of experience.
- Strong interest in financial planning and wealth management.
- Good analytical ability and practical financial understanding.
- Comfortable working in a small, professional, high-accountability environment
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| Required Qualifications: | - Graduate or Postgraduate (any discipline)
- CFP® or NISM XA & XB certifications (mandatory)
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| Required Skill Set: | - Strong working knowledge of Adv. MS Excel
- Proficiency in MS Word and PowerPoint
- Power Query knowledge is an added advantage
- Good spoken & written English
- Strong communication, coordination, and interpersonal skills
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| Work Structure: | - 6 working days per week
- Total working hours: 45 hours per week
- Weekly off: Sunday
- Work mode: Work from Office (BKC, Mumbai)
- Semi-Flexible Work Hours: Structured working hours with some degree of freedom in reporting timings
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| Compensation & Training Details: | - Training period: 12 months
- No paid leave during training
- Stipend: ₹25,000 per month (fixed)
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| Post-training opportunity: | - On successful completion of the one-year trainee period, and subject to satisfactory performance and qualifying the mandatory SEBI-prescribed examination(s), the candidate may be placed as a Para Financial Planner.
- Current compensation of Para Financial Planner includes:
- ₹30,000 per month (fixed)
- Insurance reimbursement
- Retention bonus
- Performance-linked pay
- 28 paid leaves
- Total CTC: +₹4,00,000 appx. p.a. (after one year)
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| Why Join Us: | - Ethical, fee-only advisory environment
- Structured learning and strong mentorship
- Exposure to real client advisory work
- Clear growth path for long-term careers in financial planning
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| Who Should NOT Apply: | This role may not be suitable if you: - Are not currently residing in Mumbai
- Are unwilling to commute daily to our BKC office
- Are looking for a Work From Home (WFH) or hybrid role (this is a Work From Office position)
- Prefer 5-day work weeks or highly flexible schedules
- Lack working knowledge of MS Excel, Word, or PowerPoint
- Lack strong interpersonal or client communication skills
- Have difficulty with clear communication, attention to detail, or structured documentation
- Are resistant to structured processes, compliance, documentation, and review-based work
- Are unwilling to learn, accept feedback, or work under close supervision and mentorship
- Are not open to continuous learning, skill development, and regular upskilling
- Are primarily interested in sales, targets, commissions, or client acquisition roles
- Are seeking a short-term, stop-gap, or temporary position
- Are not genuinely interested in building a long-term career in financial planning
- Do not resonate with a humble, ethical, and service-oriented approach to client advisory work
- Believe client servicing is transactional rather than relationship-driven
- Are motivated primarily by incentives, commissions, or short-term financial upside
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| Next Steps: | - Please forward your resume at join@feeonlyia.com
- Shortlisted candidates will be contacted for a Zoom and/or in-person interview
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