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.

Responsibilities:

• 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

Requirements:

• 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.