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.