Certified Financial Planner

Job-role Title

Certified Financial Planner, Finwise PFS

Role of the person in the organization

Financial Planning resource, reporting to the Founder

Profile of Job & Key Tasks

Part of the Planning function, reporting to the Founder(70%)

Creating and finalizing (in consultation) new 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(30%)

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

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.

Functional Skills

-Spreadsheets

-MS Office365

-Technological savviness

Behavioral Skills

-Excellent English communication (written & oral)

-Inter-personal engagement & dynamics

-Ability to take initiative & multi-task

-Managing uncertainty and thriving

Candidate qualifications/experience

CFP

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

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