Financial Advisor

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.