Financial Planner

Position: Financial Planner

Location: Dwarka, New Delhi

Office Timings: 10:00 AM – 6:00 PM, Monday–Saturday (2nd & 3rd Saturday Off)

About the Role

We are seeking a dedicated Financial Planner to join our growing team at Finvision Financial Services, a fast-emerging fintech firm serving primarily Armed Forces officers, their families, and select HNIs.

This role is ideal for someone who is passionate about financial planning, enjoys building strong client relationships, and wants to make a meaningful impact in people’s financial journeys. You will be responsible for creating personalized financial plans, guiding clients across investments, taxation, insurance, and retirement planning, while also supporting the firm’s broader advisory initiatives.

Objectives of the Role

• Prepare and deliver customized financial plans for clients, keeping in mind their goals, life stage, and risk appetite.
• Provide sound investment advice and strategies across products such as Mutual Funds, Equity, PMS, Bonds, and Fixed Income Instruments.
• Help clients with comprehensive financial well-being, including insurance planning, retirement planning, loan optimization, and tax-efficient solutions.
• Acquire, manage, and nurture long-term relationships with retail, HNI, and Ultra-HNI clients.
• Ensure retention of clients through process-driven service and proactive engagement.
• Contribute to developing standard practices, tools, and templates for financial plans and portfolios.
• Stay updated with market trends and economic developments to offer relevant and timely advice.

Roles & Responsibilities

• Draft and present detailed financial plans tailored to individual client needs.
• Manage day-to-day client queries and ensure smooth office operations.
• Track and analyze client portfolios, generate reports, and monitor KPIs.
• Conduct regular portfolio reviews and provide periodic updates to clients.
• Actively participate in team-building initiatives and ensure positive client engagement.

Skills & Qualifications

• Bachelor’s degree in any field.
• 1–2 years of experience in investment advisory, financial planning, or portfolio management.
• Strong knowledge of mutual funds, insurance, equity markets, and personal finance.
• Excellent communication skills with the ability to explain financial concepts in simple, client-friendly language.
• High level of integrity, confidentiality, and client trust-building ability.

Preferred Qualifications

• Certified Financial Planner (CFP) or Qualified Personal Finance Professional (QPFP).
• Prior experience in handling Armed Forces clientele will be an added advantage.

Send your resumes on hr@finvision.in.