JOB TITLE: FINANCIAL PLANNER
LOCATION: Lagos
RESPONSIBILITIES:


Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs
Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan
Planning and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies
Completing mandated training, assessments, performance goals and continuing education requirements
QUALIFICATIONS AND REQUIREMENTS:
Minimum qualification OND
Required Experience Entry Level
Experience in Marketing will also be an added advantage
Excellent use of Microsoft suite Word, etc
The ability to motivate a team
Excellent communication skill
Excellent interpersonal skill/good human relations
MODE OF APPLICATION
Suitably qualified candidates are hereby required to forward CV indicating the position.

E-mail: aawotayo@gmail.com