Assistant Planner Head

Purpose of the Job:

The Assistant Planner Head is responsible for overseeing the financial planning process, ensuring the delivery of high-quality financial plans, and driving team performance to achieve business growth. This role requires a balance of technical expertise, leadership, and operational efficiency to maintain discipline, accountability, and professionalism within the team. The Assistant Planner Head will act as a key support to the Planner Head / CEO, ensuring seamless execution of financial planning activities, team development, and business tracking.

Key Result Areas (KRAs):

1. Financial Plan Execution:
• Ensure timely and accurate preparation, review, and delivery of financial plans.
• Monitor the status of financial plans, goal reviews, and action plans.
2. Team Leadership & Development:
• Drive team performance through clear communication, accountability, and motivation.
• Oversee the hiring, onboarding, and training of new planners.
3. Business Growth & Tracking:
• Track business potential, prospect conversion, and meeting cadence.
• Ensure accurate updates in Zoho CRM and other tracking tools.
4. Operational Efficiency:
• Simplify and streamline onboarding processes for new clients and employees.
• Provide tech support for team tools (internet, mobile, Trello, etc.).
5. Compliance & Reporting:
• Ensure compliance with company policies, procedures, and regulatory requirements.
• Maintain accurate records of meetings, forecasts, and progress updates.

Key Deliverables:

1. Monthly Financial Plan Status Reports
2. Goal Review/Financial Plan Completion Metrics
3. Prospect Conversion and Business Growth Reports
4. Team Performance Metrics (Meeting Cadence, GR Meeting Percentage, etc.)
5. Onboarding Process Improvements and Documentation
6. Accurate Updates in Zoho CRM, Trello, and Other Tools
7. Quarterly Team Development Plans and Training Modules

Mandatory Educational Qualifications and Skillsets:

• Educational Qualifications:
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Certification in Financial Planning (e.g., CFP, NISM, or equivalent).
• Skillsets:
• Strong understanding of financial planning, estate planning, and tax planning.
• Proficiency in financial tools like Zoho CRM, Trello, and Excel.
• Excellent analytical and problem-solving skills.
• Advanced knowledge of direct equity, insurance, and forecasting.

Desirable Certifications, Qualifications, and Additional Experience:

• Certifications:
• Advanced certifications like CFA, CA, or MBA in Finance.
• Certification in estate planning or tax advisory.
• Experience:
• Minimum 3-7 years of experience in financial planning, with at least 2 years in a leadership role.
• Proven track record of managing teams and driving business growth.

Key Competencies Required for Success in This Role:

Functional Competencies:

1. Financial Planning Expertise:
• In-depth knowledge of financial planning, goal setting, and risk management.
• Ability to review and approve financial plans with accuracy.
2. Operational Management:
• Proficiency in tracking business metrics and ensuring compliance with processes.
• Ability to simplify and improve onboarding and operational workflows.
3. Technical Proficiency:
• Advanced skills in Zoho CRM, Trello, Excel, and other financial tools.
• Ability to provide tech support and troubleshoot issues for the team.
4. Business Acumen:
• Strong understanding of business growth strategies and prospect conversion.
• Ability to forecast and track business potential effectively.

Behavioural Competencies:

1. Leadership & Discipline:
• Ability to set an example of punctuality, responsibility, and work ethics.
• Strong conflict management skills to address underperformance and resolve issues decisively.
2. Communication & Accountability:
• Clear, assertive, and transparent communication with the team.
• Ability to enforce deadlines and hold team members accountable.
3. Problem-Solving & Decision-Making:
• Proactive identification of issues and implementation of solutions.
• Decisive and informed decision-making without delays.
4. Motivation & Team Development:
• Ability to motivate the team to achieve targets while maintaining quality.
• Focus on creating a performance-driven culture with clear rewards and consequences.
5. Time Management & Delegation:
• Efficient task delegation based on performance metrics.
• Strict enforcement of deadlines and removal of inefficiencies.

Roles and Responsibilities:

Technical Roles and Responsibilities:

1. Financial Plan Management:
• Monitor the status of financial plans, goal reviews, and action plans.
• Ensure accuracy in direct equity, insurance sheets, and forecast sheets.
2. Business Tracking & Growth:
• Track prospect conversion, business potential, and meeting cadence.
• Maintain accurate updates in Zoho CRM and Trello.
3. Operational Efficiency:
• Simplify and improve the onboarding process for clients and employees.
• Provide tech support for team tools and ensure smooth operations.
4. Team Development:
• Oversee the hiring and onboarding of new planners.
• Conduct quizzes, discussions, and internal meetings for team development.

Soft Skill Roles and Responsibilities:

1. Clear & Assertive Communication:
• Deliver precise instructions and maintain transparency in expectations.
• Ensure timely reporting and status updates without delays.
2. Strong Leadership & Discipline:
• Set an example of punctuality, responsibility, and work ethics.
• Address underperformance immediately with corrective actions.
3. Motivation & Accountability:
• Push the team to achieve targets without compromising quality.
• Recognize good performance but do not tolerate complacency.
4. Decisive Problem-Solving:
• Identify issues proactively and implement immediate solutions.
• Make informed, firm decisions without unnecessary delays.
5. Efficient Task Delegation:
• Assign work based on performance metrics, not personal preferences.
• Enforce deadlines strictly and prevent inefficiency.

This job description serves as an agreement between the employee and the organization, outlining the expectations, responsibilities, and competencies required for the role of Assistant Planner Head. By signing this document, the employee acknowledges their understanding and commitment to fulfilling these responsibilities to the highest standard.

What you get by working at Dilzer Consultants Pvt Ltd

• Ethical Investment Advisory and Fiduciary Interest of clients.
• Flexible Work-from-home options- Hybrid and Extended based on KRIs.
• Immense learning opportunities and Professional development
• Open culture of sharing of ideas, and initiatives toward personal, professional, and organisational fulfilment.
• Opportunities to conduct webinars and financial literacy programs
• Ownership of clients for long-term mutual benefits.
• Opportunity to be heard and make a difference in a client's life, with satisfaction of working to make a difference in a client's life.

Those interested in this profile and JD Please send your CVs to careers@dilzer.net