- Entry level
- No Education
- Salary to negotiate
We are on the hunt for a professional and talented Financial Planner to join our finance department. We want a self-motivated individual that will ensure our clients make wise and profitable decisions to meet their financial goals. In this role, you will be responsible for managing our client?s finances, acting as a trusted advisor in areas such as investments, savings, and debt management.
In addition to being an effective communicator, you should be highly-analytical and customer-oriented. The perfect candidate for this position is a qualified professional who has experience in providing effective financial advice to a variety of individuals and businesses.
Evaluate clients? financial documents including their income, expenses, and liabilities.
Offer support and guidance in financial, insurance and investment planning.
Create strategic financial plans and budgets for clients.
Monitor clients' needs and adjust their financial plans accordingly.
Prepare financial and business analysis reports.
Present and market financial products and services.
Find potential clients and foster long-lasting relationships.
Ensure you stay updated on the latest regulations, practices and financial products.
Bachelor?s degree in Accounting, Finance or similar field.
A minimum of 3 years? experience in a similar role.
Aptitude to analyze large amounts of financial data and comply with regulations.
Outstanding communication and presentation skills.
Must demonstrate strong attention to detail and excellent problem-solving abilities.
About the company
With the growth of organized retail stores and businesses, services of a retail recruitment agency are needed by major retail companies and businesses, and we are here to help.
At RetailFocus, we provide retail staffing solutions for our clients and our services meet all types of retailing needs.
If you are a jobseeker and interested in working within the retail industry, with our vast knowledge and a wide database of job vacancies, we can increase your likelihood of finding the perfect position.
For the employers, we have a range of recruitment services available that can aid you in filling up the open positions in your company.