Job Title: Financial Advisor Job Code: 101011

Recommended Salary Grade:

Negotiable
Exemt!NonExemt Stat"s:
Nonexemt
Job Family: Finance Reorts To: #irector $Admin %
#eveloment&
#ivision: 'ig(er Ed"cation )ocation: #(a*a
#eartment: Financial
#eartment
#ate: Febr"ary+0, +01-
S"mmary:
A very exerienced .nancial advisor (aving considerable s"ccess in
advising (ig( net /ort( individ"als and cororate clients on
investments0 1ver 2 years exerience in roviding .nancial services
and assisting clients in ma*ing in3ormed decisions by s(o/ing t(em
vario"s otions and (eling t(em to assess t(e merits o3 di4erent
lans0 5ossessing in det( *no/ledge o3 mortgages, loans,
investment strategies and /or*ing (ard to rovide a (ig(67"ality,
c"stomer6driven and sales63oc"sed s 'aving excellent
comm"nication s*ills, able to /or* in a targeted environment, as an
individ"al and also art o3 a team, and exerienced at /or*ing to
strict comliance re7"irements0 C"rrently see*ing a .nancial advisor
or lanner osition0
Re7"ired 8no/ledge % Exerience:
Related 9or* Exerience:
:inim"m 1+ year$s&
;"ali.ed Financial Advisors /(o are *een to "tili<e t(eir
tec(nical *no/ledge, sales exerience and relations(i
b"ilding s*ills by moving into a di4erent secialism /it(in
Financial Services
Age -+ to -= year$s&
1nly males are allo/ed to aly0
Comlete "nderstanding o3 .nancial reg"latory 3rame/or*0
Sel36driven, (ard /or*ing, res"lt6oriented, (onest and
resonsible0
5rimary Resonsibilities:
Financial Analysis % Researc(6 -=>
designing .nancial strategies?
analy<ing in3ormation and rearing lans best s"ited to
individ"al clients@ re7"irements?
researc(ing t(e mar*etlace and roviding clients /it(
in3ormation on ne/ and existing rod"cts and services?
researc(ing in3ormation 3rom vario"s so"rces, incl"ding
roviders o3 .nancial rod"cts
comleting ris* analyses?
Relations(i /it( Clients6 A0>
Contacting clients and setting " meetings, eit(er /it(in an
oBce environment or in clients@ (omes or b"siness remises?
Cond"cting in6det( revie/s o3 clients@ .nancial
circ"mstances, c"rrent rovision and 3"t"re aims
assisting clients to ma*e in3ormed decisions?
revie/ing and resonding to clients c(anging needs and
.nancial circ"mstances?
contacting clients /it( ne/s o3 ne/ .nancial rod"cts or
c(anges to legislation t(at may a4ect t(eir savings and
investments?
Financial 5romotions % Service6 +=>
romoting and selling .nancial rod"cts to meet given or
negotiated sales targets?
negotiating /it( rod"ct s"liers 3or t(e best ossible rates?
*eeing " to date /it( .nancial rod"cts and legislation?
:eeting t(e reg"latory asects o3 t(e role, e0g0 re7"irements
3or disclos"re, costs o3 t(e services rovided and also t(e
advised rod"cts0
Salary Range
Negotiable
)ocation
#(a*a
Apply Instruction
1nly t(ose candidates meeting t(e minim"m re7"irement /ill be
considered0 5lease aly /it( a res"me and a cover letter0 Ananta
Aarels )td, R C DD , ' C +0, G"ls(an 6 +, #(a*a 6 1+1+,
5(one: EFF0+6FF=010+602, DFDF201, 3ax: FF102=20
Applicant must enclose his/her Photograph with CV
Application Deadline: Febr"ary +F, +01-
Company Information
Ananta Gro"
Address : ' C +0, R C DD, G"ls(an 6 +,#(a*a G 1+1+