Independent Financial Advisor - Spain

Independent Resourcing Consultancy Ltd; Málaga; Presencial; EUR 50.000 - 70.000; Jornada completa

Descripción de la vacante

A leading financial consulting firm in Málaga, Spain is seeking an experienced Independent Financial Advisor to join their team. The ideal candidate will have at least 5 years of experience in wealth management, strong analytical and communication skills, and relevant industry qualifications. You will foster client relationships and develop personalized financial plans to help clients achieve their financial goals. Competitive package and supportive work environment offered.

Servicios

Competitive package

Formación

• Minimum of 5 years of experience as a Financial Advisor in wealth management.
• Industry qualifications such as CFP, CFA, or other relevant certifications.
• Transferable client base and AUM.

Responsabilidades

• Foster and maintain relationships with clients.
• Perform comprehensive financial assessments.
• Develop personalized financial plans.

Conocimientos

Excellent communication skills

Strong analytical abilities

Interpersonal skills

Problem-solving skills

Educación

CFP or CFA certification

Descripción del empleo

About the job Independent Financial Advisor - Spain

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.

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.

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.

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.