Pruvia Integrated Limited - We are recruiting to fill the position of a Financial Planner in Lagos

Job Description

• We are looking for a Financial Planner to help clients manage their finances. You will be our clients’ trusted advisory in areas including investments, cash flow, savings and debt management.
• Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities

• Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
• Examine and suggest financial opportunities (e.g. insurance plans, investments)
• Develop sound plans and budgets for clients
• Customize financial plans according to clients’ changing needs
• Help clients implement their plans and carry out transactions
• Present and sell suitable financial products and services
• Find and approach prospective clients
• Build strong relationships to retain existing clients
• Maintain updated knowledge of regulations, practices and financial products

Requirements

• BSc/BA in Accounting, Finance, Bbusiness Administration or relevant field; professional certification (e.g. CFP) is a plus
• Proven experience as financial planner or similar role; experience in sales or customer service is an asset
• Ability to analyze financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships.

How to Apply

Interested and qualified candidates should send their Resume/CVs on or before 28th June, 2019, with the Job Title as the subject of the mail.