Financial Planner

Financial Planner Job Description Template

Our company is looking for a Financial Planner to join our team.

Responsibilities:

  • Providing investment opportunities across a broad spectrum of regulated products;
  • Meeting with clients one-on-one and in groups;
  • Completing client risk analysis and determining the correct investment portfolios;
  • Protect, secure and grow clients’ wealth by providing expert financial advice alongside industry professionals;
  • Monitor financial market trends to ensure that plans are up-to-date, and that any necessary updates are implemented;
  • Review clients goals regularly to determine the relevance of the startegies in their current financial condition;
  • Answer clients questions about financial plans and strategies and recommend most suitable investment plan.

Requirements:

  • Teachable;
  • Valid Drivers license;
  • Financial Planning Qualifications RE5 and CFP/PgDip in Financial Planning are essential;
  • Clear credit record, with no criminal record;
  • Own reliable transport;
  • Financial Analysis;
  • Sales and Marketing Knowledge;
  • High computer skill;
  • Handling Objections;
  • Age 25 – 45 years old;
  • Diploma and above;
  • Business development;
  • Proactive and innovative;
  • Communication skills;
  • Budgeting.