Financial Planner/Financial Advisor- Wealth Management - Financial Advisory

1st and 2nd Sat off

Location - Andheri East - Mumbai

Description:

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.

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.