Financial Planning Consultant

deVere Group; Paris; Sur place; EUR 60 000 - 80 000; Plein temps

Résumé du poste

A leading financial services company in Paris is looking for experienced advisors to provide tailored financial solutions. The role involves working closely with clients to achieve their financial goals through structured advice and access to a range of financial products. Strong communication and analytical skills are essential. The company offers generous compensation, in-house support, and defined career progression.

Prestations

Generous high income

In-house administration

In-house compliance

Bespoke CRM

Full product training

Weekly pay-run

Structured career progression

World-class performance incentives

Qualifications

• Experience trained within the Financial Services sector.
• Comfortable working with clients.
• Ability to work as part of a team.

Responsabilités

• Provide objective investment advice to clients.
• Assist clients in achieving financial goals.
• Structure and execute complex financing solutions.

Connaissances

Strong communication skills

Analytical thinking

Interpersonal skills

Description du poste

Overview

deVere Group of companies are the world’s premier wealth tech and advice organisation. deVere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best products and opportunities in the International Financial Services sector

Advisors working within the group offer financial solutions driven by face-to-face advice along with evolving technology in these ever-changing times and are uniquely placed to achieve our client’s financial goals.

Working within a dynamic environment, our advisors work closely with clients to structure and execute some of the largest and most complex financing and risk management solutions across the full product spectrum by offering products and services spanning markets that include fixed income, private equity, commodities, hedge funds, and real estate.

Our Advisors are poised to help provide objective investment advice on products that make sense for our clients. Providing a suite of digital solutions to help clients meet their financial goals by build long-term relationships.

What do we require?

This role requires an experienced individual who is already trained and developed within the Financial Services sector. Comprehensive training is provided on the full suite of deVere Financial solutions to enhance to your existing experience.

You should be comfortable working with people and be an analytical thinker. Strong communication and interpersonal skills are needed in order to work successfully with clients and team members.

What do we offer?

• GenerousHigh income
• In House Administration
• In House Compliance
• Bespoke CRM
• Full producttraining
• A weekly pay-run
• Structured,defined career progression.
• Worldclasscompany performanceincentives.