Description:
Purpose: The Financial Planning Analyst will deliver high-quality financial planning, portfolio analysis, and client servicing support for our client's advisory clients. This role focuses on backend planning, research, execution, and structured servicing ensuring each client receives a seamless and professional advisory experience. The Analyst supports ongoing reviews, plan updates, execution workflows, and compliance requirements.
Key Responsibilities
- Create, review, and optimize financial plans (cash flow modelling, asset allocation, ESOP analysis, retirement projections).
- Conduct detailed portfolio analysis and recommend rebalancing, restructuring, or diversification strategies.
- Prepare client-ready financial reports, review summaries, and planning insights. Support execution workflows rebalancing orders, transactions, fund transfers, ticketing, and coordination with operations.
- Serve as the primary servicing contact post-onboarding for client queries, clarifications, and plan-related questions.
- Monitor portfolios and identify scenarios requiring rebalancing or review.
- Collaborate with the Financial Planning Specialists during onboarding and transition phases.
- Coordinate with Global Desk, Tax Team, and Research Team for specialized client requirements. Ensure advisory workflows and recommendations adhere to SEBI-RIA regulations.
- Maintain accurate documentation, updating financial plan versions and client records as required.
- Assist in preparing quarterly/annual review packs and performance reports.
Key Requirements
- Strong analytical skills and deep understanding of financial planning concepts.
- Ability to create accurate and professional financial plans and reports.
- Good knowledge of products such as mutual funds, equity, debt, global instruments, and tax-saving structures.
- Proficiency in Excel, PowerPoint, portfolio tools, and planning templates.
- Strong servicing mindset, attention to detail, and ownership-driven approach.
- Good communication skills for client interactions (written and verbal).
- Ability to manage HNI expectations with maturity and professionalism.
Preference:
1st and 2nd Sat off
Andheri East - Mumbai
Maximum notice period: 30 days
Key Requirements
- Strong understanding of financial planning concepts cash flow, asset allocation, risk profiling, ESOP management, and tax basics. Excellent communication, storytelling, interpersonal, and relationship management skills.
- Ability to simplify and present a financial plan confidently to HNI prospects.
- Good understanding of financial products (mutual funds, ETFs, equity, debt, global products).
- High emotional intelligence, patience, and advisory mindset.
- Proficiency in Microsoft Excel & PowerPoint for plan creation and analysis.
- Strong written and verbal communication in English.
Bangalore - White Field
Skills:
Qualification MBA/Postgraduation CFP/CWM preferred;
NISM XA / XB mandatory 3+years of experience in financial planning, advisory, servicing, or research role
