Financial Planner

Roles and responsibilities

We are on the hunt for a professional and talented financial planner to join our finance department. We want a self-motivated individual that will ensure our clients make wise and profitable decisions to meet their financial goals. In this role, you will be responsible for managing our client’s finances, acting as a trusted advisor in areas such as investments, savings, and debt management.

• Evaluate clients’ financial documents including their income, expenses, and liabilities.
• Offer support and guidance in financial, insurance, and investment planning.
• Create strategic financial plans and budgets for clients.
• Monitor clients' needs and adjust their financial plans accordingly.
• Prepare financial and business analysis reports.
• Present and market financial products and services.
• Find potential clients and foster long-lasting relationships.
• Ensure you stay updated on the latest regulations, practices, and financial products.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.

Desired candidate profile

In addition to being an effective communicator, you should be highly-analytical and customer-oriented. The perfect candidate for this position is a qualified professional who has experience in providing effective financial advice to a variety of individuals and businesses.

• Bachelor’s degree in accounting, finance, or similar field.
• A minimum of 3 years experience in a similar role.
• Aptitude to analyze 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.
• Valid driver’s license.
• Knowledge of mutual funds, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.