Junior Financial Planner

1 day ago

Kharghar Navi Mumbai Maharashtra, India V-Financial Services Full time

**Job Description: Junior Financial Planner**

**About V-Financial Services**
V-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric approach.

**Position**: Junior Financial Planner
**Experience Required**: 1-2 years
**Qualification**:CFP Completion Certificate (mandatory)**
**Location**: Mumbai / Navi Mumbai

**Key Responsibilities**
- Assist in preparing **comprehensive financial plans** covering investments, tax planning, retirement planning, and risk profiling.
- Handle **client interactions**, understand financial goals, and recommend suitable planning strategies.
- Engage with clients to promote **investments across various asset classes** such as mutual funds, bonds, PMS, insurance, and alternative products.
- Review client **investment portfolios**, identify gaps, and suggest portfolio rebalancing.
- Execute **investment transactions** on platforms like BSE Star, MF Utility, or internal tools as per approved financial plans.
- Support tax planning inputs and coordinate client documentation.
- Prepare MIS reports, track portfolio performance, schedule periodic review meetings, and maintain organized client records.
- Ensure timely follow-up, proactive communication, and high-quality service delivery.

**Skills & Competencies**
- Strong understanding of personal finance, goal-based planning, and basic taxation.
- Excellent English communication and client-handling skills.
- Knowledge of financial products and investment platforms.
- Analytical, detail-oriented, disciplined, and proactive.

**Education**
- Graduate or Postgraduate in Commerce/Finance.
- **CFP Certification (Completed)** - Mandatory

Pay: ₹20,000.00 - ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Internet reimbursement

Work Location: In person

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