Financial Planning Consultant

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