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.