Financial Planner Ikorodu

We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management.
rnOur financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and customer-oriented, we’d like to meet you.
rnYour goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
rnResponsibilities
rn• Find and approach prospective clients
rn• Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
rn• Examine and suggest financial opportunities (e.g. insurance plans, investments)
rn• Develop sound plans and budgets for clients
rn• Customize financial plans according to clients’ changing needs
rn• Help clients implement their plans and carry out transactions
rn• Present and sell suitable financial products and services
rn• Build strong relationships to retain existing clients
rn• Maintain updated knowledge of regulations, practices and financial products
rnRequirements
rn• Proven experience as financial planner or similar role; experience in sales or customer service is an asset
rn• Ability to analyze financial information and comply with regulations
rn• Proficiency in MS Office and CRM systems
rn• Attention to detail and strong math skills
rn• Strong ethics, with a customer-oriented attitude
rn• Outstanding communication skills, with the ability to foster long-term relationships
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rn• ND/HND/BSc in accounting, finance, business administration or relevant field; professional is a plus
rnApplicant must have at least 3 and above years of experience in these field of specialization.
rnWE ARE INTO RECRUITING, CONSULTING, BUSINESS DEVELOPMENT, NOT COMPULSORILY YOU APPLY ONLY IF YOU HAVE INTEREST.
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rnInterested and qualified candidate should send your Phone No, Qualification, Post Applying for and location to 08110204667 or send CV to kbusconsult @ gmail.com
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