Assistant For Financial Planner (Female) in Ahmedabad Location

Assistant For Financial Planner (Female)

1 Nos.
Full Time
1.0 Year(s) To 2.0 Year(s)
1.80 LPA TO 2.20 LPA
Accounts / Finance / Tax / CS / Audit
Any - Any Graduation
Job Description:

- 1-2 years experience in a similar role or kind financial activities would be preferable.

- Providing central Administrative Support to the Financial Planning team

- Managing operational and administrative functions to ensure tasks are delivered efficiently

- Updating and maintain the data on X Plan ( Software for Financial Planner)

- Coordinating administrative and transactional client work including preparation of SOA

(Statement of Advice), File Note, ROA ( Record of Advice)

- Excellent Written and verbal Communication skill

- Working knowledge of the Financial Planning Software (X Plan) would be the advantage.

- Good knowledge of the financial planning products and services. 

- Work collaboratively in a team to improve various business processes.

- Friendly and positive attitude

- Good knowledge of Microsoft Office and the Google sheets

- Knowledge of X Plan Would be the advantage

- Education: Any Graduate

- Experience:  1 to 2 years

- Location: Ahmedabad

- Salary: As per company norms

- For More Details Call on 9714274730 Or Mail Send Your C.v on


Company Profile

For leading a Trading and Working with Out Sourcing work

Apply Now

  • Recruiter is interested to get potential application for this job opening.
  • Interested Candidates are requested to apply and inform your interest in this job.
  • Recruiter will proceed your potential application and will be in touch with you shortly.