Financial planner

Posted by oilconltd - VERIFIED EMPLOYER VERIFIED24 Jan 3:05 pmSurulere, Lagos

A financial planner assist individuals and companies to
examine their immediate and long-term financial situations to
appropriate use their savings, income, and make investments.
Analyze financial situations to determine risk, reward, and
opportunity.
PRIMARY RESPONSIBILITIES
Prepares financial and business related analysis and research.
Draft consolidated forecasts and budgets and analyzes trends
in revenue, expense, capital expenditures and other related
areas.
Develop financial review templates and meetings.
Devise debt liquidation plans that include payoff priorities and
timelines.
Explain to clients the details of financial assistance available
to college and university students, such as loans, grants, and
scholarships.
Implement financial planning recommendations.
Determine clients' current income, expenses, insurance
coverage, tax status, financial objectives, risk tolerance, and
other information needed to develop a financial plan.
Monitor market trends.
Make recommendations in areas such as areas as cash
management, insurance coverage, and investment planning.

I do not want to be contacted by telemarketers.


Industry:
Business / Corporate Management
Job type:
Full Time
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