Company Description Finplifi Financial Planners and Consultants is a professional financial advisory firm focused on helping individuals and families build and manage their wealth. The team provides personalized guidance across areas such as savings, investments, insurance, and long-term financial goals. Finplifi emphasizes ethical advice, transparent processes, and client education to support informed financial decisions. The firm values collaboration, continuous learning, and the use of modern financial tools to deliver high-quality planning services. Team members are encouraged to grow their expertise while contributing to a client-centered culture.
Role Description The Financial Planner will provide comprehensive personal financial planning services, including assessing client financial situations, defining goals, and developing tailored financial plans. Day-to-day responsibilities include meeting clients (in-person and virtually), analyzing cash flow, assets, liabilities, and insurance coverage, and recommending strategies for investments, tax efficiency, and risk management.



The role involves retirement planning, monitoring plan performance, updating recommendations based on life changes and market conditions, and preparing explicit reports and presentations. The Financial Planner will collaborate with internal specialists, maintain accurate documentation, and adhere to regulatory and compliance requirements. This is a full-time, hybrid role based in Bengaluru, with a mix of office-based work and some work-from-home flexibility.
Qualifications

• Candidates should possess strong skills in Financial Planning and Personal Financial Planning.
• Candidates should possess solid knowledge of Finance and related financial concepts.
• Candidates should possess expertise in Retirement Planning and long-term goal setting.
• Candidates should possess or be pursuing Certified Financial Planner (CFP) or an equivalent skilled certification.
• Candidates should possess exc

📌 Financial Planner (Bengaluru)
🏢 FINPLIFI FINANCIAL PLANNERS AND CONSULTANTS
📍 Bengaluru