Junior Financial Planner

Job Description: Junior Financial Planner

About V-Financial Services
V-Financial Services is a Mumbai-based, all-women-led financial planning and wealth management firm catering to HNI and corporate clients. We specialize in financial planning, tax planning, retirement planning, and multi-asset investment management with a strong client-centric approach.

Position: Junior Financial Planner
Experience Required: 1–2 years
Qualification: CFP Completion Certificate (Mandatory)
Location: Mumbai / Navi Mumbai
Note: Only female candidates should apply.

Key Responsibilities

• Assist in preparing comprehensive financial plans covering investments, tax planning, retirement planning, and risk profiling.
• Handle client interactions, understand financial goals, and recommend suitable planning strategies.
• Engage with clients to promote investments across various asset classes such as mutual funds, bonds, PMS, insurance, and alternative products.
• Review client investment portfolios, identify gaps, and suggest portfolio rebalancing.
• Execute investment transactions on platforms like BSE Star, MF Utility, or internal tools as per approved financial plans.
• Support tax planning inputs and coordinate client documentation.
• Prepare MIS reports, track portfolio performance, schedule periodic review meetings, and maintain organized client records.
• Ensure timely follow-up, proactive communication, and high-quality service delivery.

Skills & Competencies

• Strong understanding of personal finance, goal-based planning, and basic taxation.
• Excellent English communication and client-handling skills.
• Knowledge of financial products and investment platforms.
• Analytical, detail-oriented, disciplined, and proactive.

Education

• Graduate or Postgraduate in Commerce/Finance.
• CFP Certification (Completed) – Mandatory

Job Type: Full-time

Pay: ₹20,000.00 - ₹35,000.00 per month

Benefits:

• Cell phone reimbursement
• Internet reimbursement

Work Location: In person