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Financial Planner Job Description

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Financial Planner Job Description

We are recruiting for professional Financial Planner to join our finance department. We require a self-motivated individual that will ensure our clients make wise and profitable decisions to meet their financial goals. Working as a Financial Planner you will be responsible for managing our client’s finances, acting as a trusted advisor in areas such as investments, savings, and debt management.

In addition, you should be highly-analytical and customer-oriented. The ideal candidate will be a qualified professional who has experience in providing effective financial advice to a variety of individuals and businesses.

    Financial Planner Responsibilities

  • 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.
  • Bachelor’s degree in Accounting, Finance or similar field.

Financial Planner Requirements

  • Evaluate clients’ financial documents including their income, expenses, and liabilities.
  • Create strategic financial plans and budgets for clients.
  • Offer support and guidance in financial, insurance and investment planning.
  • Prepare financial and business analysis reports.
  • Monitor clients’ needs and adjust their financial plans accordingly.
  • 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.
  • 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.
  • Bachelor’s degree in Accounting, Finance or similar field.

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