Financial Planner Ikorodu

Posted by nycol logistics Private 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.
Our 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.
Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
Responsibilities
• Find and approach prospective clients
• 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
• 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

• ND/HND/BSc in accounting, finance, business administration or relevant field; professional is a plus
Applicant must have at least 3 and above years of experience in these field of specialization.
WE ARE INTO RECRUITING, CONSULTING, BUSINESS DEVELOPMENT, NOT COMPULSORILY YOU APPLY ONLY IF YOU HAVE INTEREST.

Interested and qualified candidate should send your Phone No, Qualification, Post Applying for and location to 08110204667 or send CV to kbusconsult @ gmail.com
Nycol 200,000 NGN1 to 2 years Full time • 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 stron Local
✅ Do not forget to mention AFRIBABA during your call!
✅ Click below to contact nycol logistics
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  • ng  Nigeria
  • Published: 03 May 2017 - 14:45
  • Visits: 371