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Certified Financial Planner Finwise Personal Finance Services LLP

1.0 - 5.0 years

0 Lacs

maharashtra

On-site

As a Certified Financial Planner at Finwise PFS, your role will involve being a key resource in financial planning within the organization, reporting directly to the Founder. You will be an integral part of the Planning function, primarily reporting to the Founder for 70% of your responsibilities. Your key tasks will include creating and finalizing new financial roadmaps, scheduling review calendars with customers over email, preparing review templates, capturing review minutes, and scheduling follow-ups as necessary to ensure the execution of actions. Additionally, you will be responsible for building and executing communication schedules, maintaining a repository of planning-related docume...

Posted 3 months ago

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