Career Profile: Financial Planner
This is the career information and profile for the Financial Planner.
The job scope of the financial planner involves providing the clients with professional advice on how to manage their finances. His job includes guiding his clients to reach their financial goals within a practical timeframe without too much risk involved.
A Financial Planner must be mature and self-driven with good interpersonal skills. He must have a strong sense of integrity and be keen on helping people achieve their needs. He must also be keen to learn and keep abreast of the financial planning industry.
Entry career requirements would be a Degree/ Diploma in any discipline, as well as qualifications as a Certified Financial Planner or a Chartered Financial Practitioner.
With experience, the financial planner may rise to head a financial planning team.
Financial Planners must be savvy with money. This job calls for a good sense in money management.
I don’t see this appointment often in classified ads. Is it a very specialised job. Any advice?
Where to find the job of a financial planner?
Any idea?