Financial Planning Analyst

About the role

### **Job Information**

Industry

Financial Services Current Openings

1 Job Type

Full time Work Experience

0\-1 years Salary

As per Industry Norms Date Opened

07/08/2026 Hiring Manager

Vaibhav Gupta City

Bangalore North State/Province

Karnataka Country

India Zip/Postal Code

560097 ### **Job Description**

**Financial Planner \- UK**

Shift timing \- 10am to 7pm or 11am to 8pm or 12am to 9pm

Location \- Mohali / Bangalore / Vizag / Delhi

**Role dimensions**

* Understanding the product. Preparation and checking of customized financial plans, monitoring, and updating the plans. * Coordinating with Paraplanners on scenario analysis and case studies specific to client needs. * Coordinating with all providers of financial products for availability of product, then compare, analyze and finalizing products. * Accompanying advisory team for meetings and review.

Knowledge \& Skills

* In\-depth knowledge of all products (Insurance, health, life, mutual funds, bonds, PPF, etc.) * Excellent communication skills * Good working knowledge of Microsoft office – Excel, word and PowerPoint. * Ability to foster and cultivate relationships with existing and prospective customers. * Ability to work with a team.

Primary Responsibility

* Receiving the task from the Advisers * Capturing the task request into the Smartsheet * Understanding the End users and Advisers requirement (Needs and expectations vs. Advice) * Review of End users’ details to determine missing information * Data Collection \- Determining \& collection of additional information (super \& insurance research activity) * Contacting the adviser for clarification / additional information * Data entry * Report Generation \& editing * Managing team * Review of report for Quality check * Team Management * Management reporting * Maintain client communication * Get client feedback * Finalization of Financial reports for End users * Schedule training programs * Conduct interviews * Management report generation * Access and utilize client reports * Conduct exit interview * Team approvals – attendance, asset take home, travel allowance. * Authorize to conduct appraisal report. * Access to copy of client agreement. ### **Requirements**

Minimum requirements

* MBA (Finance), CFP (Pursuing) or CFA (Pursuing), NSE Certifications. * Well versed with investment and insurance concepts. * Proficient in MS Office suite. * Excellent Communication skills (Oral and Written)

1\-3 years of work experience in financial sector (Insurance, BFSI, Mutual fund) *

### **Benefits**

Perks and Benefits (In addition to all the Mandatory Statutory Benefits such as PF, Group Medical, Gratuity etc.) the following perks and benefits are also provided:* Professional Certifications offered based on interest and career progression. * Team Building Activities. * 6 Month’s Paid Maternity Leave. * Professional Development Training programs offered as part of Career Growth. * Great Rewards and Recognition for star performers. * Be part of a Centre of Excellence like no other. * International Travel Opportunities – Travel opportunities to meet with Clients for On\-Site training and represent the Company at various Industry Events and Conferences. * Be part of a Committee of your Choice (ISO, Sustainability, CSR, Training and Development, Health and Wellness, Reward and Recognition, Entertainment and much more). * Join a World Class Organization that puts employees first.

Disclaimer: \- The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. The candidate will be required to perform any other job\-related duties when requested by any person authorized to delegate responsibility (i.e. – Manager / Lead). All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations.