Type: Full Time Location: Mumbai / Bengaluru / Gurugram / Pune Description:
Company Name : Plan Ahead Wealth Advisors Pvt. Ltd.
Vacancies
- Mumbai - 4
- Bengaluru - 2
- Gurugram - 2
- Pune - 2
Experience Level : 4+ Years
Industry : Financial Planning, Wealth Management
Application Deadline : 31-01-2026
About The Company
Plan Ahead was established in 2003. It is registered as a SEBI licensed Registered Investment Advisory firm since 2013. Plan Ahead is over twenty two years old and the team has grown significantly. Today Plan Ahead is one of the leading fee only advisory companies in India.
We add time to the lives of busy and successful professionals and senior management executives across the globe, by helping them have a panoramic view of their finances. By providing a personalized and unbiased analysis of their finances, resources and life goals, we empower client families and guide them so that they have the time and freedom to do the things they would truly like to do.
Website : www.planahead.in
Job Summary : Financial planning, Investment Advisory, Portfolio Review and Analysis job role
Who Should Apply : e.g., CFP professionals with relevant work experience.
Responsibility
- Coordinating new client onboarding process with the operations team
- Data gathering and Financial plan creation within agreed TAT and as per process checklists
- Presentation of draft and final plans. Portfolio reviews and recommendations.
- Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines
- Coordination with Senior Advisors/Wealth Managers and operations team for implementation of advice. Aid in queries linked to clients financial plan and/or portfolio recommendations
- Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports
- Research software integration for client reports
- Maintenance of planning and review calendars
- Keeping updated on the financial markets & products
Requirement : 4+ years relevant experience for Senior Para Planner role
Preferred
- NISM XA, NISM XB, CFP
- NISM VA, NISM XIII, NISM XXIA
Salary Range : 7LPA - 12 LPA, Based on industry standards and relevant advisory and client management experience
Incentives / Bonuses : Performance and activity based incentives
Learning Opportunities :Mentoring, Training and development, learning opportunities on multiple asset classes and products
Other Benefits : PF, GMC, Leave policy, flexi hours, etc.
Email Subject Line Format : Application Financial Planner CFP / FPSB India
Hiring Manager Details
[Confidential Information]
