Financial Planning Careers

Required Associate Financial Planner / Operations Executive / Interns

Job Title Associate Financial Planner / Operations Executive / Interns
Job City Chandigarh
Company Website www.goodmoneying.com
Company Profile Good Moneying Wealth Planners Pvt Ltd is a distinguished Fee-Only boutique Personal Financial Planning and SEBI Registered Investment Advisor firm serving clients globally. Our diverse clientele includes salaried individuals, NRIs, professionals, business persons, and retirees.

Founded by Mr. Manikaran Singal, a Certified Financial Planner and Chartered Trust and Estate Planner with over 20 years of industry experience, Good Moneying Wealth Planners operates primarily online, providing remote and virtual services.

Our firm is renowned for its highly respected personal finance blog and is dedicated to delivering comprehensive Financial Planning and Investment Advisory Services. Additionally, we are committed to enhancing financial literacy through our educational seminars.

Job Profile & Responsibilities AFP –Job Responsibilities:

  • Financial Planning and Review: Assist in writing and reviewing financial/investment plans under the guidance of the Chief Financial Planner.
  • Client Assistance: Aid clients in implementing financial plans and investing in products such as mutual funds, insurance, bonds, and other advised financial instruments.
  • Platform Management: Oversee investments and advisory platforms/software to ensure efficient and effective management.
  • Client Relationship Management: Act as a Relationship Manager, providing continuous support to clients.
  • Communication: Maintain clear and professional communication with clients, the software support team, and other relevant parties via email and phone.
  • Market Research: Conduct thorough research on market products using both in-house and publicly available software and tools.

Operations Executive –Job Responsibilities:

  • Office Operations Management: Oversee all aspects of office operations to ensure smooth and efficient functioning.
  • Data Management: Upload data into software systems and generate reports for clients, ensuring accuracy by tallying data with other reports.
  • CRM Management: Maintain and manage the Customer Relationship Management (CRM) system.
  • Financial Planning Support: Assist Financial Planners in preparing investment and financial plans.
  • Website Management: Oversee and manage website updates and maintenance.
  • Compliance Support: Assist the team in ensuring compliance with SEBI regulations.

Interns – Job Responsibilities:

  • Project Management: Handle various specific projects related to financial planning, investment advisory, mutual funds, client servicing, health insurance, and other related aspects of financial services.
  • Flexible Work Options: Opportunities available for both full-time and part-time positions.

*All the Requirements are in-office..and there’s no work from Home options

 
AFP – Should be a Graduate / Post Graduate ( B.COM. BBA, M COM or MBA) with a good understanding of the Financial Planning Concept; Professional certification like CFP, CWM, or NISM XA+XB would be preferred, (OR Should be open to enroll and pass these certifications in coming few months); Good Communication skills in English and Hindi is must; Should be proficient in Computers and Internet. Research-oriented and Analytical Aptitude

 

Operations Executive – Graduate, having good knowledge of Computers, especially MS Office ( Excel is Must). Good Communication Skills. Digital Skills with an Understanding of Canva and using AI Tools will be preferred.

Interns – Commerce or Management Students

Salary Range AFP – Rs 3 lakh plus Variables*

Operation Executive – Rs 1.80 lakh plus Variables*

Interns will be provided a fixed monthly Stipend depending on the Output  

*Note: there are no Sales targets, However on every sale some Variable will be paid to the candidate.

There will be 3 Months Probation, where salary will vary.

Additional Details  Even though We serve clients Remotely, the candidate should be open to visiting Local clients (If Required); We are not Offering a work-from-home option. We believe that there is no shortcut to success, so a candidate who understands this and wants to have a long-term career in Financial planning and work with ethics and integrity should only apply; This Profession involves lots of Studying and learning, so candidate should be eager to learn. We may support the deserving candidate in his/her further certification expenses too.
How to Apply  Interested candidates should email their CV to [email protected]