FINNOVATE Financial Services
Paraplanner(CFP)
Skills
9 days ago
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Important information
Contract type:
Permanent, Temporary
Location:
Gujarat, India
Work mode:
Remote
Published on:
15 October 2026
What they need
About Finnovate:
Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming how Indians receive personal finance advice. We provide tailored, goal-based financial solutions for unique client needs.
Key Responsibilities
- Drive client relationship management and long-term retention
- Advise HNI & retail clients with customized financial solutions
- Support financial planning, portfolio reviews, SIP tracking & performance
- Assist advisors in goal planning, cash flow & net worth statements
- Conduct research on markets, mutual funds, tax & regulatory updates
- Ensure CRM updates, compliance tracking & client service excellence
- Act as a primary point of contact for client queries and service delivery
Pay: ₹250,000.00 - ₹550,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund
- Work from home
Work Location: In person
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