? We’re Hiring: Para Financial Planner

Company Description :

Moat Wealth Associates LLP is a boutique wealth management firm and Mutual Fund Distributor focused on helping clients achieve their financial goals through goal-based financial planning, investment management, and personalized wealth solutions. We work closely with our clients to build and manage long-term wealth through a disciplined and holistic approach.

Role Description:

Moat Wealth Associates LLP is seeking a skilled and motivated Para Financial Planner to strengthen our financial planning team. This role is ideal for professionals with experience in Mutual Funds, Wealth Management, or Financial Services who can independently prepare financial plans, understand clients' financial goals and investment requirements, and coordinate seamlessly with clients and internal teams. The ideal candidate should have a robust understanding of investment products, excellent communication skills, and the ability to support long-term client relationships while identifying suitable investment opportunities.

Qualifications :





- Graduate with a CFP (Certified Financial Planner) qualification.
- Minimum 3+ years of experience as a Financial Planner or Para Planner, preferably with an IFA / Wealth Management firm.
- NISM Series V-A – Mutual Fund Distributors Certification is required.
- Ability to independently prepare comprehensive financial plans based on clients’ financial goals and requirements.
- Strong client coordination and internal/office coordination skills.
- Good understanding of Mutual Funds, investment products, and financial planning concepts.
- Proficiency in MS Office, particularly Excel, Word, and PowerPoint.
- Excellent communication, interpersonal, analytical, and presentation skills.
- Ability to work independently while coordinating effectively with the wealth management and operations teams.

Interested candidates can apply through LinkedIn or send their updated resume to:

[email protected]

Attn: Ms. Richa

📌 Para-Financial Planner (Mumbai)
🏢 Moat Wealth Associates
📍 Mumbai