Financial Planner at JERAG Technologies Limited


JERAG Technologies Limited is one of the world's largest professional community in Nigeria.

Financial Planner is needed at JERAG Technologies Limited

JOB TITLE: Financial Planner


Job Description

  • We are in need of a Wealth Management Adviser who is also a talented Financial Planner to join our organization
  • Such individuals will need to ensure our clients / customers make profitable and wise decisions in order to meet their financial objectives.


  • See to evaluation of our customers/clients’ financial documents.
  • Advise and proffer support in financial and investment strategies.
  • Creation of budgets and financial plans for the organization and its customers / clients.
  • Monitor the business activities and make financial plan’s adjustment where necessary
  • Preparation of business analysis and financial reports.
  • See to find potential customers and plan on how they can have long-lasting relationship with the organization.
  • Be current and stay updated on the latest practices, regulations and all forms of financial products.


  • First Degree in Finance, Accounting and other related disciplines.
  • Considerable experience in similar role.
  • Need to have aptitude to analyze large amounts of financial data.
  • Should be able to comply with all financial regulations.
  • Should have good presentation and communication skills.
  • Excellent problem-solving skill and ability.
  • Always focus and pay strong attention to details.

Method of Application
Interested and qualified candidates should forward their Application and CV / Resume to: [email protected] using the Job Title as the subject of the mail.

Note: We shall only contact shortlisted applicants.

Job Features

Job CategoryAccounting / Audit / Finance
Deadline30th April, 2020.
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