Financial Planner Job at JERAG Technologies Limited

JERAG Technologies Limited is currently recruiting suitably qualified candidates to fill the position below:

Job Position: Financial Planner
Job Location: Lagos

Job Description

• We are in need of a Wealth Management Adviser who is also a talented Financial Planner to join our organization
• Such individuals will need to ensure our clients / customers make profitable and wise decisions in order to meet their financial objectives.

Responsibilities

• See to evaluation of our customers/clients’ financial documents.
• Advise and proffer support in financial and investment strategies.
• Creation of budgets and financial plans for the organization and its customers / clients.
• Monitor the business activities and make financial plan's adjustment where necessary
• Preparation of business analysis and financial reports.
• See to find potential customers and plan on how they can have long-lasting relationship with the organization.
• Be current and stay updated on the latest practices, regulations and all forms of financial products.

Requirements

• First Degree in Finance, Accounting and other related disciplines.
• Considerable experience in similar role.
• Need to have aptitude to analyze large amounts of financial data.
• Should be able to comply with all financial regulations.
• Should have good presentation and communication skills.
• Excellent problem-solving skill and ability.
• Always focus and pay strong attention to details.

Method of Application
Interested and qualified candidates should forward their Application and CV / Resume to: jeragtechnology@gmail.com using the Job Title as the subject of the mail.

Note: We shall only contact shortlisted applicants.