Life Planning Advisor

Axis Group - HR Advisor; Ukkel; Sur place; EUR 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Sales bonuses

Attractive compensation package

Welcoming work environment

Full-time permanent contract or self-employment option

Résumé du poste

Axis Group is looking for a Financial Planning Advisor based in Brussels to join their dynamic and welcoming team. In this role, you will assess clients' financial conditions and create personalized action plans, providing expert advice on various financial products.

The ideal candidate has at least three years of experience in financial advisory, is skilled in client relationship management, and holds necessary certifications. This permanent role offers competitive pay, bonuses, and an attractive benefits package.

Qualifications

• At least three years of significant experience in financial advisory.
• Holds the necessary certifications for financial advice.
• Demonstrates strong listening skills and empathy.

Responsabilités

• Assess financial situations and develop personalized action plans.
• Provide advice on investments, life insurance, and credit.
• Act as an intermediary between clients and specialists.

Connaissances

Financial advisory experience

Client relationship management

Negotiation skills

Knowledge of tax law

Empathy towards clients

Proactive portfolio management

Formation

Bachelor's or Master's degree in economics, law, or business

Description du poste

Join our team as a Financial Planning Advisor! In a dynamic and welcoming environment, you'll have the opportunity to thoroughly assess your clients' financial situations and develop personalized action plans. Using your expertise, you'll provide advice on a wide range of financial products while building trusting relationships. This role will allow you to work independently while collaborating with specialists. We offer a permanent contract, competitive pay with bonuses, and an attractive compensation package. Make a difference in your clients' lives and apply now!

Responsibilities

• You carefully assess your clients' financial and asset situations, identify their needs, and develop a personalized action plan;
• You provide expert advice on a wide range of financial products and services, such as investments, life insurance, and credit;
• You incorporate tax law, corporate law, and estate planning considerations into your recommendations;
• You provide tailored, independent support, taking into account each client's personal and professional circumstances;
• You act as an intermediary between your clients and other specialists (accountants, lawyers, bankers, investment advisors) to guide them throughout their financial journey;
• You manage and grow your assigned client portfolio on a daily basis by building trust and meeting with clients in person;
• You seize opportunities to achieve your sales goals while respecting client needs and applicable regulations;
• You take charge of proactively managing a portfolio of existing clients, keeping them informed and offering tailored solutions in collaboration with our financial partners;
• You grow assets under management, ensure portfolio optimization, and keep your clients regularly informed to strengthen their loyalty;
• You actively seek out new clients;
• You participate in sales initiatives, events, and networking activities;
• You engage with local networks to promote the company's positive image in a business-oriented manner;
• You rigorously follow up on each case until it is finalized;
• You facilitate cross-selling and upselling to other departments and colleagues;
• You stay informed about developments in tax and financial legislation.

Qualifications

• Holds the necessary certifications to provide financial advice in a compliant and professional manner;
• Has at least three years of significant experience in financial advisory, with a focus on the commercial aspect;
• Holds a bachelor's or master's degree in a field related to economics, law, or business;
• Demonstrates strong listening skills and empathy toward clients;
• Is capable of taking initiative and working independently, while remaining methodical and organized;
• Possesses strong negotiation skills to achieve solutions that benefit clients;
• Is primarily focused on client satisfaction and makes it a point of honor to guide them toward their financial goals;
• Is enthusiastic about contributing to the growth of a brokerage office in their region;
• Enjoys taking on challenges and collaborating effectively within a dynamic team;
• Eager to work in synergy with other complementary specialties in a collaborative environment.

Benefits

• A challenging role with a range of rewarding responsibilities;
• A diverse position within a dynamic and welcoming work environment;
• A full-time permanent contract or the option of self-employment;
• A base salary with the opportunity to earn sales bonuses;
• An attractive compensation package with additional benefits.