
Junior Planner
6 hours ago
About V-Financial Services
V-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach.
Role Overview
The Junior Financial Planner will assist senior planners in designing, preparing, and executing financial plans tailored to client goals. This is an entry-level role ideal for candidates with a passion for wealth management and financial advisory, looking to grow in a structured, client-focused environment.
Key Responsibilities
- Client Onboarding & Data Gathering
- Collect financial and personal data from clients (income, assets, liabilities, insurance, investments).
- Ensure accurate KYC documentation and compliance with regulatory requirements.
- Plan Preparation & Analysis
- Assist in building financial plans, cash flow analysis, investment portfolios, and insurance reviews.
- Conduct basic research on mutual funds, insurance, bonds, equity, and alternate products.
- Support tax and retirement planning models under guidance of senior planners.
- Execution & Servicing
- Coordinate with Operations & Customer Service team for investment execution.
- Track plan progress, prepare client investment reports, and flag deviations.
- Support cross-selling opportunities aligned with client needs.
- Client Engagement
- Attend review meetings with senior planners.
- Handle client queries on basic investment products with prompt and accurate responses.
- Internal Collaboration
- Update internal software and maintain client financial data.
- Support compliance, audit, and documentation processes.
Key Performance Indicators (KPIs)
- Accuracy & timeliness of client financial data entry and analysis.
- Number of financial plans/reports prepared and delivered within TAT.
- Contribution to client satisfaction (feedback rating ≥ 4/5).
- Adherence to compliance and documentation standards.
- Demonstrated learning of products and planning tools.
Qualifications & Skills
- Bachelor's degree in Finance, Commerce, Economics, or related field.
- NISM / CFP / CFA Level 1 (preferred or willingness to pursue).
- Strong analytical and MS Excel/financial modeling skills.
- Good communication (written & verbal) and client-facing confidence.
- Detail-oriented, ethical, and eager to learn.
Career Path
This role offers a growth trajectory into Financial Planner → Senior Financial Planner → Wealth Manager, with continuous learning, certifications, and exposure to HNI and corporate clients.
Job Type: Full-time
Pay: ₹20, ₹36,177.15 per month
Benefits:
- Cell phone reimbursement
- Paid sick time
Work Location: In person
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