An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
Type: Full Time Location: Flora Fountain/Fort - Mumbai Description:
Company Name : Phaedrus Advisory LLP
Experience Level
- 2+ years in portfolio planning, investment advice, portfolio analysis, or the mutual fund industry, with multi-product experience as per SEBI regulations
- Freshers with exceptional academic background and knowledge of financial investments
Application Deadline : 30-06-2026
About the Company : Phaedrus Advisory LLP was established in October 2020 as a SEBI Registered Investment Advisor (RIA). Phaedrus is headed by Govind Pathak who has over 25 years of experience in Investment Advisory including Equity, Foreign Exchange, and Real Estate research. He holds an MBA in Finance from IIM (Lucknow). He is also a Certified Financial Planner.
We practice what we preach -- striking a work-life balance. Our office is open from Monday to Thursday. On Fridays we Work from Home (WFH) on need basis or devote the day to learning.
Website/LinkedIn : phaedrus.co.in
Job Summary : We are looking for talented individuals who are sincere and have prior financial planning or investment management experience. Freshers with excellent understanding of financial investments and academic background can also be considered. A high level of ethical standards and honesty is required of all candidates.
Who Should Apply : CFPregistered Professionals, FPSB India students, Individuals with NISM XA & XB or similar
Responsibility
- Research & Analysis: Analyzing clients income, expenses, assets, liabilities, insurance, and tax position
- Report Writing: Preparing financial planning reports and recommendations for the senior financial planner/advisor
- Cashflow Planning: Building and maintaining financial projections and cashflow models
- Product Research: Researching suitable mutual funds, insurance products, investment solutions, etc
- Compliance Support: Maintaining client records and documentation per SEBI/regulatory requirements
- Administrative Tasks: Filing, data entry, updating client records, taking notes during client meetings, and managing a financial planners schedule
- Strong knowledge of personal finance, investments (Mutual Funds, Direct Equities, Fixed Deposits), India taxation, and insurance
- Attention to detail and analytical thinking
- Good report writing and communication skills
- Proficiency in Word (Report Formatting) and Advanced Excel (Pivot Tables, Graphs & Charts, VLOOKUP)
- AI Tools
- Understanding of SEBI regulations and compliance requirements
- Teamwork
- CFPregistered Professionals
- FPSB India Students
- Individuals with NISM XA & XB Certifications
Salary on Confirmation :Based on performance
Incentives / Bonuses :Performance-based incentives
Learning Opportunities : Mentoring, workshops
Other Benefits : 4 day work week. Annual leave
Email Subject Line Format : Application – ParaPlanner – CFP / FPSB India
Hiring Manager Details
Tejas Shah
[HIDDEN TEXT]
Skills
Data EntryFinancial PlannerFinanceIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
Similar Jobs
View all
New Accounting & Finance roles in Mumbai.
One email a day. Unsubscribe any time.
