Financial Adviser

Job opening: accounting, finance jobs, jobs in Lagos Mainland, Lagos, Nigeria

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Financial Adviser
Suggested salary: NGN 150,000
Location: Lagos Mainland, Lagos
Last update:

Ad description

Contacting clients and setting up meetings,
either within an office environment or in
clients' homes or business premises;
Conducting in-depth reviews of clients'
financial circumstances, current provision and
future aims;
Analysing information and preparing plans
best suited to individual clients'
requirements;
Completing risk analyses;
Researching the marketplace and providing
clients with information on new and existing
products and services;
Designing financial strategies;
Assisting clients to make informed
decisions;
Researching information from various
sources, including providers of financial
products;
Reviewing and responding to clients
changing needs and financial circumstances;
promoting and selling financial products to
meet given or negotiated sales targets;
Negotiating with product suppliers for the
best possible rates;
Liaising with head office and financial
services providers;
Liaising with other professionals, such as
estate agents, solicitors and valuers;
Keeping up to date with financial products
and legislation;
Producing financial reports;
Contacting clients with news of new
financial products or changes to legislation
that may affect their savings and
investments;
Meeting the regulatory aspects of the role,
e.g. requirements for disclosure, costs of the
services provided and also the advised
products and policies in insurance
QUALIFICATIONS: BSC,HND
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Posted by
JoelNiyi JoelNiyi (30)
Nigeria

7 ads posted

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