Financial Planner

Financial Planner

  • Post Date:September 9, 2019
  • Apply Before: September 9, 2021
  • Views 69
0 Applications
  • Career Level Entry Level
    Experience 2 Years
    Gender Both
  • INDUSTRY Real Estate
    Qualification HND/BSC
Job Description

Job Title: Financial Planner

Location: Lagos


Job Summary/Responsibility

  • Prepare sound financial plans to ensure clients meet their goals
  • Advise clients on current financial issues and make recommendations
  • Generate new business and build relationships
  • Present and sell suitable financial products and services
  • Find and approach prospective clients


  • HND/BSc/BA in accounting, finance, business administration or relevant field
  • Proven experience as financial planner or similar role; experience in sales or customer service is an asset



  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Outstanding communication skills, with the ability to foster long-term relationships
  • Excellent critical thinking, deductive reasoning and decision-making skills.
  • Ability to work within a multicultural environment.

Application Closing Date

16th September, 2019