About the role
As a Financial Planning Assistant, you will work alongside financial advisors, assisting in gathering client information and conducting initial assessments. You will help prepare financial plans, perform market research, and assist in client communications. This internship is ideal for recent graduates or students seeking to kickstart their careers in finance. Our client provides a dynamic environment with learning opportunities and mentorship from experienced professionals.
What you'll do
- Assist in client assessments
- Prepare financial plans
- Conduct market research
- Support client communications
What you'll need
- Degree in finance or related field
- Strong analytical skills
- Willingness to learn
Skills
Analytical skills
Communication skills
Time management
Good to have
Familiarity with financial planning software
Basic understanding of investment strategies
Benefits
- Hands-on experience
- Mentorship opportunities
- Networking with finance professionals
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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Questions about this job
What will my responsibilities be as a Financial Planning Assistant?
You will assist in client assessments, prepare financial plans, and conduct market research.
What qualifications do I need for this internship?
A degree in finance or a related field is preferred, but not required.
Is this position onsite or remote?
This is an onsite internship located in Connaught Place, Delhi.
What is the salary range for this internship?
The monthly stipend is between INR 15,000 and INR 25,000.
How can I apply for this internship?
Click "Apply Now" on this page to apply through LocoJobs. LocoJobs is recruiting for this role on behalf of a client employer.
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