Certified Financial Planner

5 days ago

Mumbai, India Finwise Personal Finance Services LLP Full time

Job-role Title

Certified Financial Planner, Finwise PFS

Role of the person in the organization

Financial Planning resource, reporting to the Founder

Profile of Job & Key Tasks

Part of the Planning function, reporting to the Founder 
(70%)

·       Creating and finalizing (in consultation) new roadmaps

·       Scheduling (over email) review calendars with customers and preparing review templates

·       Capturing review minutes and scheduling follow-ups where needed to ensure execution of actions

·       Building and executing (executing) communication schedules

·       Maintaining repository of planning-related documentation

·       

End to end ownership of customers for both operations and planning, including implementation

In addition, will also be responsible for supporting on
Operations / Marketing / Research / 
Social Media tasks 
(30%)

Key Responsibility Areas & Key Performance Indicators

·       Successful completion of financial roadmaps

·       Successful completion of financial roadmap reviews

·       Maintaining impeccable and reliable online and offline planning related documentation

·       Happiness in customer engagement

·       Successful execution of
Operations/ Research / 
Marketing / Social Media tasks

Profile of Candidate we are seeking

We are looking for someone who is ready and comfortable dirtying his or her hands, in order to build a long-term career and grow with us. Excellence is sought in the below skills/competencies.

Functional Skills

-  Spreadsheets

-  MS Office365

-  Technological savviness

Behavioral Skills

-  Excellent English communication (written & oral)

-  Inter-personal engagement & dynamics

-  Ability to take initiative & multi-task

-  Managing uncertainty and thriving

Candidate qualifications/experience

Graduate. Post-graduate can also be considered. Should have completed
CFP
. Should have worked in or practiced in the capacity of a planner for at least 12-18 months, and not more than 30-36 months.

Compensation

Will be primarily fixed with a decent variable top-up component. Will not be a constraint for the right candidate.

How to Apply

Send in your resume, along with a brief note (not more than 150 words) on why you suit our requirement, to

, cc to 

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