Fintoo
Website:
fintoo.in
Job details:
Purpose
The Financial Planning Analyst will deliver high-quality financial planning, portfolio analysis, and client servicing support for Fintoo’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.
• Collaborate with the Financial Planning Specialists during onboarding and transition phases.
• Coordinate with Global Desk, Tax Team, and Research Team for specialised 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
Qualification
• MBA/Postgraduation
• CFP/CWM preferred; ,NISMXA/XB mandatory
• 1–3+years of experience in financial planning, advisory, servicing, or research role
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