Financial Planner (Full Training, Ongoing Support And Development Provided)

Vacancy Details

Employer:EQ-FIN
Are you ready to start your career as a Financial Planner?
We are looking for aspiring Financial Planners who are passionate about people and helping them achieve financial success and freedom.
Join our dynamic team and help clients achieve their financial goals. Develop your skills, work with experienced professionals, and make a positive impact on people's lives.
As a Financial Planner, you will provide comprehensive financial advice and create personalized financial plans tailored to each client's goals and objectives.
Client AnalysisConduct thorough analysis of clients' financial situations and goals. Assess clients' financial situations, goals, and risk tolerance.
Financial PlanningCreate customized financial plans based on clients' objectives.
Provide guidanceon risk and investment strategies and portfolio management.
Monitor and reviewclients' financial plans on an ongoing basis.
Cultivate, build and maintain strong client relationships.
Seek out new clients and develop clientele through referrals and by networking to find new customers and generate lists of prospective clients.
Required Skills

Networking
Business Acumen
Leadership Skills
Client Focus
Customer Driven
Numerical Ability
Relationship Builiding
Interpersonal People Skills