Junior Planner

1 day ago

Kharghar Navi Mumbai Maharashtra, India V-Financial Services Full time ₹ 2,16,105 - ₹ 4,32,210 per year

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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