Expert Financial Planners Wanted

beBeeWealthManagement; Madrid; Híbrido; EUR 40.000 - 70.000; Jornada completa

Descripción de la vacante

A financial services company in Comunidad de Madrid is seeking skilled financial planners to provide expert support and personalized investment solutions. Candidates should have 2+ years of experience in the industry and strong interpersonal skills. The role offers a dynamic work environment with opportunities for ongoing training and development, as well as hybrid working options.

Servicios

Ongoing training and development

Generous and high-earning pay structure

Compliance, administration, CRM, and marketing support

Formación

• 2+ years' experience in the industry.

Responsabilidades

• Providing expert financial planning support to clients.
• Supporting investment professionals to cultivate client relationships.
• Preparing accurate financial plans.
• Advising clients on the best financial solutions for their medium to long-term plans.

Conocimientos

Excellent interpersonal skills

Strong understanding of the investment business

Business level English

Descripción del empleo

Expert Financial Planners Wanted for Dynamic and Fast-Paced Environment

We are seeking highly skilled financial planners to join our team in a dynamic and fast-paced environment where inclusion, learning, and collaboration are key to success. As part of our team, you will have the opportunity to work with the world's most innovative products and technology.

Our ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals. Key responsibilities include :

• Providing expert financial planning support to clients
• Supporting investment professionals to cultivate client relationships
• Preparing accurate financial plans
• Advising clients on the best financial solutions for their medium to long-term plans

Qualifications for this role include :

2+ years' experience in the industry

Strong understanding of the investment business

Excellent interpersonal skills

Native or business level English, written and spoken

Benefits of working with us include :

Award-winning dynamic and fast-paced environment

Opportunity to work with the world's most innovative products and technology

Ongoing training and development to help you grow your skills and career

Generous and high-earning pay structure

Compliance, administration, CRM, and marketing support

As a valued member of our team, you will enjoy both remote and hybrid based opportunities to expand your international product portfolio offerings to clients across the region including :

International FinTech

Financial Services

Finance Sales Business Development

Structured Finance

Pensions Products