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Financial Planning Consultant

Fresher   Mumbai City, Bangalore   19 Jun, 2026
Zecruiters Jobconnect Private Limited Hiring For A Client of Zecruiters Jobconnect Pvt Ltd
Job LocationMumbai City, Bangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Description:Purpose:The Financial Planning Analyst will deliver high-quality financial planning, portfolio analysis, and client servicing support for our clients 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 offAndheri East - MumbaiMaximum notice period: 30 daysKey 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 FieldSkills:Qualification MBA/Postgraduation CFP/CWM preferred;NISM XA / XB mandatory 3years of experience in financial planning, advisory, servicing, or research role

Keyskills :
financial advisorywealth advisorywealth managementportfolio analysis

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