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'
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
Researching information from various
sources, including providers of financial
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
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
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JoelNiyi JoelNiyi (30)

7 ads posted

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