Job Title: Financial Planner (1+ Years Experience)Location
Dwarka, New Delhi
Experience Required
Minimum 1 year and Maximum 3 year of experience in financial planning, wealth management, investment advisory, or a related field.
About the Company
Hum Fauji Initiatives© is an ISO 9001:2015 certified organization dedicated to helping serving and retired Armed Forces personnel achieve their financial goals through comprehensive financial planning. We believe in putting our clients first and delivering unbiased, goal-based financial advice.
By the Faujis. For the Faujis.
Academic QualificationsMandatory
- Graduation in a core finance-related discipline (Finance, Commerce, Economics, Accounting, etc.).
- Minimum 60% aggregate in:
- Class 10
- Class 12
- Graduation
- Candidates must mention their percentage/CGPA in their CV.
Preferred
- MBA/PGDM
- MBA/PGDM (Finance)
Professional Qualifications (Preferred)
Candidates who have completed or are currently pursuing any of the following certifications (minimum one module completed) will be preferred:
- CFP (Certified Financial Planner)
- NISM Series X-A
- NISM Series X-B
Key Responsibilities
- Prepare personalized investment, wealth creation, retirement, and financial goal plans for clients.
- Explain financial plans in a simple and client-friendly manner through in-person meetings, phone calls, emails, Zoom, Google Meet, or similar platforms.
- Translate financial plans into suitable investment product recommendations.
- Execute investment strategies and coordinate implementation.
- Monitor client portfolios regularly against investment performance and financial goals.
- Prepare periodic portfolio review reports for clients.
- Recommend and implement portfolio rebalancing whenever required.
- Resolve clients' financial planning queries and provide ongoing advisory support.
- Stay updated with domestic and global economic developments and assess their impact on clients' financial plans.
- Analyze financial data and present insights to internal teams.
- Participate in knowledge-sharing sessions and presentations on personal finance topics.
Job Specifications
The role requires:
- Strong analytical and numerical ability.
- Advanced working knowledge of MS Excel.
- Ability to perform financial calculations using financial planning software.
- Good understanding of personal taxation.
- Strong attention to detail and accuracy.
- Ability to work under deadlines while maintaining high-quality client service.
- Long-term commitment to monitoring and managing client financial goals.
- Understanding of investment products, retirement planning, insurance, mutual funds, taxation, and personal finance.
- Working knowledge of behavioural finance will be an added advantage.
Skills RequiredTechnical Skills
- MS Excel (Advanced)
- MS Word
- Financial Planning Software
- Email and G-Suite
- Basic understanding of AI tools and productivity applications
- Financial Analysis
- Portfolio Monitoring
- Investment Planning
- Retirement Planning
- Personal Taxation
Soft Skills
- Positive attitude
- Client-first mindset
- Excellent analytical and problem-solving skills
- High attention to detail
- Strong organizational and multitasking abilities
- Team player
- Willingness to continuously learn, unlearn, and upskill
- Mature, patient, and professional approach to client servicing
Communication Skills
- Excellent written communication in English
- Good verbal communication in English
- Good verbal communication in Hindi
- Ability to simplify complex financial concepts for clients
Important Note
This is a pure financial planning and advisory role.
There are no sales, business development, or marketing responsibilities associated with this position.
Selection Process
The recruitment process consists of:
- IQ Test/General Aptitude/Written Test
- Financial Knowledge Test and MS Excel Assessment
- 2–3 rounds of Personal Interviews
Why Join Hum Fauji Initiatives?
- Opportunity to work in a client-centric financial planning environment.
- Learn from experienced financial planners.
- Exposure to comprehensive financial planning, retirement planning, taxation, and wealth management.
- Continuous learning and professional development.
- Collaborative and ethical work culture with a focus on long-term client relationships.
Hum Fauji Initiatives©
[email protected]
ISO 9001:2015 Certified Company
Location:
1st & 2nd Floor, Bimal Plaza, Pocket 4 Market, Sector 11, Dwarka, New Delhi – 110075
Landline: 011-4081 4681 (30 Lines)
By the Faujis. For the Faujis.
Pay: Up to ₹600,000.00 per year
Benefits:
- Health insurance
- Life insurance
- Provident Fund
Work Location: In person
