Financial Planner Lagos Mainland

Location: Lagos

Responsibilities

Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
Examine and suggest financial opportunities (e.g. insurance plans, investments)
Develop sound plans and budgets for clients
Customize financial plans according to clients’ changing needs
Help clients implement their plans and carry out transactions
Present and sell suitable financial products and services
Find and approach prospective clients
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, practices and financial products

Requirements

Proven experience as financial planner or similar role; experience in sales or customer service is an asset
Ability to analyze financial information and comply with regulations
Proficiency in MS Office and CRM systems
Attention to detail and strong math skills
Strong ethics, with a customer-oriented attitude
Outstanding communication skills, with the ability to foster long-term relationships
BSc/HND in accounting, finance, business administration or relevant field; professional certification (e.g. ICAN) is a plus

HOW TO APPLY
Interested and qualified candidates should forward their CVs to hr. thronetouchconcept @ outlook.com.
NOTE: This opening is for Lagos Residents only.