About The Financialist
The Financialist is strategically backed by Zerodha. We are building India’s best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment Bankers who are committed to providing unbiased financial advice. We adhere to a strict "No Commission, No Brokerage" policy, ensuring that our recommendations prioritize clients' best interests. Our subscription model is designed to align with clients' income levels, making our services accessible to a broad audience.
Role Description:
We’re looking for a UI/UX Designer who can visualise the experience of The Financialist starting with our website, and extend it into a financial planning engine built for both our wealth advisors and their clients. A phone app is in the making too. Before you apply, spend time on our website. The design language we are building around simplified finances will tell you more about this role than this JD can. Prior fintech or B2B SaaS experience is not a prerequisite.
Experience:
Ideal for candidates with 1-2 Years of experience.
Roles & Responsibilities:
Be the iterative designer of the website, improving, refining, and evolving it continuously
Extend that design language into a financial planning engine that works for both wealth advisors and their clients, simultaneously
Contribute to a phone app being built in parallel Design for two distinct users, the wealth advisor and the client with equal care and zero compromise Turn complex financial workflows into smooth user experiences Work closely with product and engineering teams, directed by the Design Head who has set the brand and vision so far
Qualifications & Requirements:
Bachelors / Masters in design or relevant field.
Work Experience:
1-2 years of work experience, with a portfolio that shows how you think
Experience with Figma and Framer
Absolute bias to user testing and feedback, proactively conducting user surveys before implementing anything
You default to simple. You know that clarity takes more work than complexity
You have opinions about design and can back them with reasoning (can't stress enough on this)