Financial Planner Job at Pruvia Integrated Limited
Pruvia Integrated Limited - We are general service merchants with a strong desire to ensure customer satisfaction in the midst of efficient and effective service delivery. We offer a wide range of services. These services are delivered with skilled and experience guided by our core values and driven by our belief that we are more than conquerors.
We are recruiting to fill the position below:
Job Position: Financial Planner
Job Location: Lagos
- 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.
- 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
- 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/CV to: firstname.lastname@example.org with the Job Title as the subject of the mail.
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