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· Help Others achieve their goals! We are Hiring! (Apply Here)

· Position: Supervisor Model No. of Position: 2

· Company: Advantage Financial Planners LLP

· Location: Gurugram

· Qualification: AFP (Associate Financial Planner)

· Experience: 1+ years with excellent communication skills (freshers are also most welcome)

· Salary Expectation: To be Discussed

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KEY RESPONSIBILITIES & DUTIES:

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· Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, Product understanding.

· Coordinating with para planners on scenario analysis and case studies specific to client needs.

· Coordinating with all the providers of financial products for availability of product, compare analyze and finalizing of products.

· Contacting clients and setting up meeting, accompanying Advisory team for meeting and review.

· Review of financial plan with the Advisory team.

· Risk Profiling of Existing & New Clients

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ACADEMIC QUALIFICATIONS / DESIRED CANDIDATE PROFILE

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· Graduate from a premier college

· Must have PREFERABLY cleared all the modules of CFP

· Demonstrable interest in personal finance, desire to build out a long-term career in the domain

· Good verbal and written communication skills

· High levels of energy and discipline

· Basic working knowledge of financial instruments will be an advantage

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ABOUT THE COMPANY

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· Advantage Financial Planners LLP is India's leading financial planning firm.

· Advantage Financial Planners LLP is registered with the Government of India with the Ministry of Company Affairs as a partnership firm.

· The firm is registered with SEBI (The Securities and Exchange Board of India) as "Registered Investment Advisors (RIA) under the SEBI (Investment Advisers) Regulations, 2013.

· Registration with SEBI as "Registered Investment Advisors (RIA) brings a more formal approach, risk profiling, disclosures and transparency.

· While the firm is a fee-based investment advisor, this brings the opportunity to get unbiased, researched, trustworthy, transparent and professional advice.

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ABOUT TARESSH BHATIA

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· The firm is managed by the founder and its Partner, Taressh Bhatia.

· He has done his MBA from IMI, New Delhi and graduation from Delhi University.

· TARESSH BHATIA is a Financial Freedom Specialist and a qualified CERTIFIED FINANCIAL PLANNER. Taressh serves young married couples to get their financial freedom.

· With his 32 years of experience, he has helped thousands to help them achieve their financial dreams. With his unique process driven approach, he can quickly develop a financial plan. Then assists in investments in direct online mutual funds also.

· Taressh is on a mission to transform how India looks at money, thereby triggering a financial revolution in India. Taressh Bhatia is the author of the Amazon best seller book- The Richness Principles. The firm provides financial planning advisory services from its office in Gurgaon, India. The firm specializes in investment planning, retirement planning, tax planning, personal financial planning and wealth management.

· For more information visit: WEBSITE BLOG YOUTUBE LINKEDIN FACEBOOK BOOK​

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Why Work for ADVANTAGE FINANCIAL PLANNERS LLP?

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· Our Team Members are the heart and soul of our business. Our team's guiding principles are integrity, respect, teamwork, achievement and innovation. Our guiding principles are the keys to our culture and to achieving our vision.

· We value our Team Members' contributions, recognize and reward their efforts and provide a fun, satisfying and safe workplace.

· By living our values, we will continue to "build the best" and earn the right to serve our clients tomorrow and into the future.

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HOW TO APPLY

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· Interested candidates forward your CVs to vacancy@advantagefp.in

· Contact him on +919810144683​

· Apply online here https://bit.ly/Fin-Planner-ONline-Job​

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NOTE: Candidates who wish to apply, may kindly note the following process:

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1. Please go thru the firm website, profile and all details before applying.

2. Send your resume and also apply online to fill in your details completely.

3. Then message your name, mobile and email to +919810144683 to seek an online interview over phone (book here) and online video call here​

4. The position may be/ can be physical at out Gurgaon office or can be online also work from home.

5. Your details and all subsequent communication shall be kept strictly confidential and not shared anywhere.

6.