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 documentation, and taking end-to-end ownership of customers for both operations and planning, including implementation. In addition to your financial planning responsibilities, you will also be supporting Operations, Marketing, Research, and Social Media tasks, accounting for the remaining 30% of your role. Key areas of responsibility and performance indicators will include the successful completion of financial roadmaps and reviews, maintaining reliable planning documentation, ensuring customer engagement and satisfaction, and executing Operations, Research, Marketing, and Social Media tasks effectively. We are seeking a candidate who is willing to get hands-on and is committed to building a long-term career with us. Proficiency in Spreadsheets, MS Office365, and technological savviness are essential functional skills required. In terms of behavioral skills, excellent written and oral English communication, strong interpersonal engagement, ability to take initiative and multitask, and adaptability to manage uncertainty are highly valued. The ideal candidate should be a Graduate with a CFP certification and 12-18 months of experience in financial planning. Post-graduates will also be considered. Compensation for this role will primarily be fixed with a variable top-up component, ensuring that the right candidate is not constrained by salary considerations. To apply for this position, please send your resume along with a brief note (not exceeding 150 words) explaining why you are a suitable fit for our requirements to getfinwise@finwise.in, cc to prathiba.girish@finwise.in.,

Posted 3 days ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.