Independent Financial Advisor - Spain

Independent Resourcing Consultancy Ltd; Madrid; Presencial; EUR 50.000 - 80.000; Jornada completa

Descripción de la vacante

A leading Wealth Management firm in Malaga seeks an experienced Independent Financial Advisor. This role involves providing expert financial advice, building client relationships, and crafting personalized financial plans. Candidates should have significant experience in the industry, relevant certifications, and excellent communication skills.

Formación

• 5 years of experience as a Financial Advisor in wealth management.
• Industry-leading qualifications such as CFP, CFA.
• Transferable client base and AUM.

Responsabilidades

• Maintain relationships with clients, offering financial advice.
• Perform financial assessments and develop personalized plans.
• Monitor clients' financial progress and adjust plans.

Conocimientos

Communication

Analytical

Problem-Solving

Educación

CFP

CFA

Descripción del empleo

Job Advertisement : Independent Financial Advisor for Leading Wealth Management Firm in Malaga, Spain

We are representing a leading Wealth Management firm in Malaga, Spain, seeking an experienced and qualified Independent Financial Advisor to join their team.

As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.

Requirements :

• Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
• Transferable client base and AUM.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.

Responsibilities :

• Foster and maintain relationships with clients, offering expert financial advice and guidance.
• Perform comprehensive financial assessments of clients' current financial situations and future objectives.
• Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies.
• Monitor clients' financial progress and adjust plans as necessary.
• Stay abreast of industry trends and regulations to ensure compliance and provide superior service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity.

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