Job Description
Responsibilities:
- Financial Planning – Assessing a client's financial situation and creating a personalized plan.
- Investment Advice – Recommending suitable investment options based on the client's goals
- Retirement Planning – Helping clients build sufficient funds for a comfortable retirement through pensions, annuities, and investments.
- Education Funding – Helping parents save and invest for their children's education.
- Regular Financial Reviews – Monitoring clients' financial plans and making adjustments as their circumstances or financial goals change.
- Insurance Planning – Identifying risks and recommending appropriate insurance solutions such as life, health, education, or income protection plans.
Requirements:
- A minimum of an HND
- No experience is required, but 1 or 2 years will be an added advantage.
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