Financial Planner

Mumbai headquartered boutique wealth management firm looking for dynamic and result-oriented team members for its new branch in Pune, Hinjawadi Phase 1. We are a SEBI-registered corporate Registered Investment Adviser (RIA) managing Assets Under Advice of INR 250+ crores. Location - Pune & Mumbai Job Profile & Responsibilities - Creating financial plans for the clients Co-ordinating with the clients for data gathering, documentation and resources enabling the creation of financial plans Meeting clients with respect to their queries and during the course of planning Advising the clients on the products available in the market, and their attributes and handholding them in choosing the right ones for their needs Conducting review meetings and taking follow-up actions Creating client presentations Helping clients in tax planning Handling incoming prospect queries Prefered Qualifications- A postgraduate along with CFP / CFA / NISM XA XB with an understanding of investment products and taxation. Desired Candidate Profile- Financial Planning and investment advisory services are an intensely personally satisfying & sunrise practice area where the skills and knowledge of the candidates make a difference in the way clients lead their lives. The ideal candidate should be – Minimum 7 years overall experience in the financial services industry with at least 4 years experience in making financial plans, either on Excel or on any proprietary software. Fluent in the English language and ability to grasp new ideas quickly. Good Excel and interpersonal skills are necessary. Candidates living in Pune or Mumbai ONLY with relevant experience who had taken a break due to family compulsions and now wish to resume their careers on a flexi-time/work-from-home basis and preparatory to converting into a full-time work-from-office option in 1 or 2 years can also apply. Additional Details- Growth Opportunities – We are a rapidly growing organization, aiming to increase our client base by 25% every year over the next 5 years. Consequently, our headcount will also grow. Candidates joining at this phase will take leadership positions going forward. We are inclined to offer good growth prospects, both in terms of profile, responsibilities and remuneration. Salary Range- Remuneration offered – CTC of INR 5L - 7L p.a. Other benefits are group medical insurance coverage, 5-day work week, 28 days paid leaves every year, 10 public holidays, etc.