Financial Planning Assistant

LocoJobs · recruiting for a confidential client

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Listing updated

Pay
₹15,000–25,000 a month
Location
Ahmednagar, Maharashtra
Work mode
Remote
Job type
Internship
Experience
0–1 yr
Category
Wealth Management

Our client is looking for a Financial Planning Assistant intern to support financial advisors.

Apply now

About the role

As a Financial Planning Assistant intern, you will assist financial advisors in preparing financial plans and supporting clients in achieving their financial goals. You will gain hands-on experience in financial analysis and client relationship management. This role is perfect for recent graduates looking to start their career in wealth management.

You will work remotely and have the chance to learn from experienced professionals in the industry. This internship offers a unique opportunity to develop your skills in financial planning while contributing to client satisfaction and team success.

What you'll do

  • Assist in preparing financial plans
  • Support clients in achieving financial goals
  • Conduct financial analysis
  • Collaborate with financial advisors

What you'll need

  • Bachelor's degree in finance or related field
  • Strong analytical skills
  • Good communication skills

Skills

Analytical skills Communication skills Basic understanding of financial concepts

Good to have

Experience with financial planning tools Knowledge of investment strategies

Benefits

  • Flexible working hours
  • Mentorship from industry professionals
  • Opportunity for full-time position post-internship

Interested in this role?

It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.

Apply now

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Questions about this job

What will I be doing as a Financial Planning Assistant intern?
You will assist in preparing financial plans and client support.
Is experience required for this internship?
No prior experience is required; fresh graduates are welcome.
What is the work arrangement for this role?
This internship is fully remote.
What is the salary for this internship?
The salary ranges from INR 15,000 to INR 25,000 monthly.

Listing last updated

Financial Planning Assistant

₹15,000–25,000 a month

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