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.