Description Purpose The Financial Planning Analyst will deliver highquality financial planning portfolio analysis and client servicing support for our clients advisory clients This role focuses on backend planning research execution and structured servicing ensuring each client receives a seamless and professional advisory experience The Analyst supports ongoing reviews plan updates execution workflows and compliance requirements Key Responsibilities Create review and optimize financial plans cash flow modelling asset allocation ESOP analysis retirement projections Conduct detailed portfolio analysis and recommend rebalancing restructuring or diversification strategies Prepare clientready financial reports review summaries and planning insights Support execution workflows rebalancing orders transactions fund transfers ticketing and coordination with operations Serve as the primary servicing contact postonboarding for client queries clarifications and planrelated questions Monitor portfolios and identify scenarios requiring rebalancing or review Collaborate with the Financial Planning Specialists during onboarding and transition phases Coordinate with Global Desk Tax Team and Research Team for specialized client requirements Ensure advisory workflows and recommendations adhere to SEBIRIA regulations Maintain accurate documentation updating financial plan versions and client records as required Assist in preparing quarterly annual review packs and performance reports Key Requirements Strong analytical skills and deep understanding of financial planning concepts Ability to create accurate and professional financial plans and reports Good knowledge of products such as mutual funds equity debt global instruments and taxsaving structures Proficiency in Excel PowerPoint portfolio tools and planning templates Strong servicing mindset attention to detail and ownershipdriven approach Good communication skills for client interactions written and verbal Ability to manage HNI expectations with maturity and professionalism Preference 1st and 2nd Sat off Andheri East Mumbai Maximum notice period 30 days Key Requirements Strong understanding of financial planning concepts cash flow asset allocation risk profiling ESOP management and tax basics Excellent communication storytelling interpersonal and relationship management skills Ability to simplify and present a financial plan confidently to HNI prospects Good understanding of financial products mutual funds ETFs equity debt global products High emotional intelligence patience and advisory mindset Proficiency in Microsoft Excel PowerPoint for plan creation and analysis Solid written and verbal communication in English Bangalore White Field Skills Qualification MBA Postgraduation CFP CWM preferred NISM XA XB mandatory 3years of experience in financial planning advisory servicing or research role

📌 Financial Planning Consultant (Mumbai)
🏢 Zecruiters Jobconnect Private Limited Hiring For A Client of Zecruiters Jobconnect
📍 Mumbai