Financial planner needed

Posted by busamin store VERIFIED30 Dec 8:08 amSurulere, Lagos

financial planners needed urgently Job description: 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. Sell financial products. Review clients' accounts and plans regularly to determine life changes that would affect financial strategy. Collect information from students to determine their eligibility for specific financial aid programs. Convene with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances. Open accounts for clients and disburse funds according to financial goals. Qualification: Minimum of OND, HND or Bsc in related courses Experience: 1year working experience in sales Application deadline: 26th January, 2017

Business / Corporate Management
Job type:
Full Time
Report this ad

Apply for this job


Stay safe!

  • Research the employer if possible
  • Don't give out personal information before meeting the employer in person
  • Report this ad if it is a disguise for a network marketing or pyramid scheme job

Watch out for:

  • Promises of a job upon payment of a fee

More on staying safe

Share this ad

Similar ads