Certified Financial Planner

Job-role Title

Certified Financial Planner, Finwise PFS

Role of the person in the organization

Financial Planning resource, reporting to the Founder

Profile of Job & Key Tasks

Part of the Planning function, reporting to the Founder  (70%)

• Creating and finalizing (in consultation) new roadmaps
• Scheduling (over email) review calendars with customers and preparing review templates
• Capturing review minutes and scheduling follow-ups where needed to ensure execution of actions
• Building and executing (executing) communication schedules
• Maintaining repository of planning-related documentation
• End to end ownership of customers for both operations and planning, including implementation

In addition, will also be responsible for supporting on Operations / Marketing / Research /   Social Media tasks  (30%)

Key Responsibility Areas & Key Performance Indicators

Profile of Candidate we are seeking

We are looking for someone who is ready and comfortable dirtying his or her hands, in order to build a long-term career and grow with us. Excellence is sought in the below skills / competencies.

Functional Skills

Behavioral Skills

Candidate qualifications / experience

Graduate. Post-graduate can also be considered. Should have completed CFP

Compensation

Will be primarily fixed with a decent variable top-up component. Will not be a constraint for the right candidate.

How to Apply

Send in your resume, along with a brief note (not more than 150 words) on why you suit our requirement, to

[HIDDEN TEXT], cc to [HIDDEN TEXT]

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Skills Required

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