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.