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 Robust 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 20 000 00 - 36 177 15 per month Benefits Cell phone reimbursement Paid sick time Work Location In person