Title Financial Planner
Categories External Vacancies
End Date 2018-03-12
Location Lagos
Job Information

Reports to: Team Lead, Financial Planning

JOB PURPOSE

  • To offer appropriate financial planning for the well-being of the company’s internal and
    external clients, whilst maintaining the interests of the company.
  • To add value to a customer base via the provision of appropriate financial advice and selling
    appropriate financial products to customers, thereby meeting the clients unique financial
    needs.

KEY RESPONSIBILITIES
BUSINESS AND FINANCIAL PERFORMANCE

  • Proactively render advice and sell products i.e. Banking (Referral), Investment, Insurance,
    Retirement, Fiduciary and Tax Planning.
  • Ensure that clients’ instructions are duly effected by applying all standard checks and controls in
    coordination with other departments.
  • Achieve a satisfactory level of knowledge of Premier Banking products and services by keeping
    up to date with related developments.
  • Strong understanding of economics and financial markets, focusing on the fixed income and
    equity space.

PROFESSIONAL RESPONSIBILITY

  • Establishes trust in all professional relationships.
  • Acts in the best interest of the client and the organizations in providing professional services.
  • Demonstrates ethical judgment.
  • Demonstrates intellectual honesty and impartiality.
  • Recognizes limits of competence and voluntarily seeks the counsel of and/or defers to other
    professionals when appropriate.

PRACTICE

  • Ensure strict adherence to “The Six Steps of Financial Planning“ process and documentation.
  • Develop and implement financial plans for individuals through interviews and data capturing.
  • Carry out analysis based on obtained data with the aim of providing solutions and advice to the
    client.
  • Recognize limits of competence and voluntarily seek the counsel of and/or defers to other
    professionals i.e. service providers when appropriate.

COMMUNICATION

  • The ability to listen to and verbally express ideas or facts in a manner which is transparent,
    consistent, fluent, with conviction and holds the attention of the audience both in a group and
    individually.
  • Ability to adjust language and terminology to the profile and the needs of the listener(s).
  • Deal effectively with objections and complaints.
  • Pay attention to needs, the expectation of clients and also ensure a clear understanding of these.

COGNITIVE

  • Demonstrates capacity to be proactive in interpreting Potential Clients/Clients thinking and
    behaviours.
  • Analyze and integrates information from a variety of sources to arrive at best solutions for the
    client.
  • The ability to be aware of and understand one’s emotions, personal strengths, development areas,
    values, needs and interests and how these affect others. This includes creating a good first
    impression, commanding attention and respect, conveying a strong sense of self-worth and
    capability.

SELECTION CRITERIA

  • Bachelor’s/Master’s degree in Marketing or related field of study.
  • Membership of a professional sales body will be an added advantage
  • At least 4-7 years sales and client relationship management
  • Ability to interact and negotiate with the clients to make prudent financial decisions for the
    benefit of the company
  • Customer focused & results oriented
  • Good verbal and written communication skills
  • Ability to pull together various resources to sell and deliver customer solutions
  • Good organizational and time management skills are highly desirable
  • Cooperative working style and strong communication skills are required, in order to develop
    and maintain effective working relationships both externally and internally
  • Strong interpersonal and communication skills
  • Positive attitude to work and a team player.

 

Apply electronically with a detailed CV and a cover letter by sending an e-mail with the subject
Financial Planner” to directrecruit6@gmail.com, no later than March 12, 2018. Please note that only
short-listed candidates will be contacted.

Apply Now