Job Details

Job Description

Financial Planner

Location: Lusaka, Zambia
Company: Unity Horizon
Application Deadline: September 10th, 2024
Job Description:
Unity Horizon is seeking a qualified Financial Planner to provide financial advice and planning services to clients. The Financial Planner will develop personalized financial plans and assist clients in achieving their financial goals.

Key Responsibilities:

• Assess clients’ financial situations and goals.
• Develop and implement financial plans and strategies.
• Provide advice on investments, insurance, and retirement planning.
• Monitor clients’ financial progress and adjust plans as needed.
• Educate clients on financial concepts and strategies.

Requirements:

• Strong knowledge of financial planning principles and practices.
• Proficiency in financial planning software and tools.

Education:

• Bachelor’s degree in Finance, Economics, or a related field; CFP or equivalent certification preferred.

Skills:

• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.

Experience:

• Minimum of 3 years experience in financial planning or advisory roles.