Financial Planner Job Description

[Company Name] are looking for a professional highly analytical financial planner to manage our client’s finances in areas such as investments, savings, and debt management.


  • Analyse our clients’ financial statuses
  • Examine and suggest financial opportunities
  • Customise financial plans according to clients’ needs
  • Present and sell financial products and services
  • Find and approach prospective clients
  • Build strong relationships with existing clients
  • Maintain updated knowledge of regulations and financial products


  • A minimum of 3 years’ experience in a similar role.
  • Ability to analyse large amounts of financial data and comply with regulations.
  • Outstanding communication and presentation skills.
  • Must demonstrate strong attention to detail and excellent problem-solving abilities.