Financial Planner Lagos Mainland

Location: Lagos
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rnResponsibilities
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rnAnalyze clients’ financial statuses (e.g. income, expenses and liabilities)
rnExamine and suggest financial opportunities (e.g. insurance plans, investments)
rnDevelop sound plans and budgets for clients
rnCustomize financial plans according to clients’ changing needs
rnHelp clients implement their plans and carry out transactions
rnPresent and sell suitable financial products and services
rnFind and approach prospective clients
rnBuild strong relationships to retain existing clients
rnMaintain updated knowledge of regulations, practices and financial products
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rnRequirements
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rnProven experience as financial planner or similar role; experience in sales or customer service is an asset
rnAbility to analyze financial information and comply with regulations
rnProficiency in MS Office and CRM systems
rnAttention to detail and strong math skills
rnStrong ethics, with a customer-oriented attitude
rnOutstanding communication skills, with the ability to foster long-term relationships
rnBSc/HND in accounting, finance, business administration or relevant field; professional certification (e.g. ICAN) is a plus
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rnHOW TO APPLY
rnInterested and qualified candidates should forward their CVs to hr. thronetouchconcept @ outlook.com.
rnNOTE: This opening is for Lagos Residents only.
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