International Money Matters Pvt Ltd
Website:
immpl.com
Job details:
Company Description
International Money Matters Pvt Ltd (IMMPL) is a SEBI-registered Financial Planning company, recognized for its commitment to helping clients achieve their financial goals. Founded in November 2001 and led by Lovaii Navlakhi, the first Certified Financial Planner from the APAC region, the organization exemplifies trust and professionalism. Headquartered in Bengaluru, IMMPL offers a range of financial planning and investment advisory services. The company has established a reputation for personalized, ethical, and goal-oriented financial solutions tailored to client needs.
Location: Bangalore / Mumbai
Experience
- 5–10 years in Financial Planning
Industry Preference
- Candidates from Financial Services, Wealth Management, Investment Advisory, or Personal Finance organizations preferred.
Qualification
- MBA in Finance or equivalent qualification
- CFP (Certified Financial Planner) – Mandatory
Employment Type
Role Overview
- We are looking for a hands-on and detail-oriented Financial Planner with strong expertise in creating comprehensive financial plans and providing client-centric solutions. The ideal candidate should have end-to-end knowledge of the financial planning process, strong analytical capabilities, and the ability to collaborate effectively with cross-functional teams.
- The role requires a professional who can independently prepare financial plans, interpret client requirements, and align investment strategies with client goals while ensuring compliance with industry guidelines and best practices.
- Key Responsibilities
- Prepare comprehensive and customized financial plans for clients based on their financial goals, risk appetite, and life stage.
- Handle the financial planning process end-to-end, including data gathering, analysis, plan preparation, and review.
- Work closely with the Sales Team to understand client requirements and deliver suitable financial planning solutions.
- Collaborate with the Research Team to stay updated on market trends, product performance, and investment strategies.
- Develop recommendations across investment, insurance, retirement, tax, and wealth creation solutions.
- Ensure financial plans are aligned with regulatory guidelines and internal standards.
- Maintain high accuracy, attention to detail, and timely delivery of plans.
- Support continuous improvement in financial planning tools, processes, and client engagement practices.
- Utilize analytical tools and databases effectively for financial analysis and reporting.
- Desired Candidate Profile
- Strong hands-on experience in financial planning and wealth advisory.
- Ability to independently create and present detailed financial plans.
- Good understanding of financial products, investment instruments, and market dynamics.
- Comfortable working both independently and in a collaborative team environment.
- Exposure to MS Access and SQL will be an added advantage for data handling, analysis, and feasibility assessment.
- Strong analytical, problem-solving, and decision-making skills.
- High level of professionalism and client orientation.
- Skills Required
- Proficiency in MS Office (Excel, PowerPoint, Word)
- Knowledge of MS Access / SQL preferred
- Strong analytical and quantitative skills
- Excellent verbal and written communication skills
- Good stakeholder management and coordination abilities
- Attention to detail and process orientation
Why Join IMMPL
- Opportunity to work with a growing financial services organization
- Exposure to diverse client portfolios and financial planning strategies
- Collaborative and learning-oriented work environment
- Opportunity to contribute meaningfully to client wealth creation journeys
Interested candidate can share the resume to shiny@immpl.com
Click on Apply to know more.