Job-role Title

Certified Financial Planner, Finwise Personal Finance Services LLP

Role of the person in the organization

Financial Planning resource, reporting to the Founder

Profile of Candidate we are seeking

We are looking for someone who is ready and comfortable dirtying his or her hands, in order to build a long-term career and grow with us. Excellence is sought in the below skills/competencies.

Behavioral Skills

- Excellent English communication (written & oral)
- Inter-personal engagement & dynamics
- Ability to take initiative & multi-task
- Managing uncertainty and thriving

Functional Skills

- Spreadsheets
- MS Office365
- Technological savviness

Candidate qualifications/experience

Graduate. Post-graduate can also be considered. Should have completed CFP®. Should have worked in or practiced in the capacity of a planner for at least 12-18 months, and not more than 30-36 months.

Profile of Job & Key Tasks

Part of the Planning function, reporting to the Founder (65%)

· Creating and finalizing (in consultation) current roadmaps

· Scheduling (over email) review calendars with customers and preparing review templates





· Capturing review minutes and scheduling follow-ups where needed to ensure execution of actions

· Building and executing (executing) communication schedules

· Maintaining repository of planning-related documentation

· End to end ownership of customers for both operations and planning, including implementation In addition, will also be responsible for supporting on Operations / Marketing / Research / Social Media tasks (35%)

Key Responsibility Areas & Key Performance Indicators

· Successful completion of financial roadmaps

· Successful completion of financial roadmap reviews

· Maintaining impeccable and reliable online and offline planning related documentation

· Happiness in customer engagement

· Successful execution of Operations/ Research / Marketing / Social Media tasks

Compensation

Will be primarily fixed with a decent variable top-up component. Will not be a constraint for the right candidate.

How to Apply

Send in your resume, along with a brief note (not more than 150 words) on why you suit our requirement, to [email protected], cc to [email protected]

📌 Certified Financial Planner (Mumbai)
🏢 Finwise Personal Finance Services
📍 Mumbai