Holistic Wealth Planner and Growth Consultant

Zohorecruit; Polska; Hybrid; PLN 60,000 - 90,000; Full time

Job summary

Zohorecruit seeks a driven Financial Advisor to join our client-focused team in Poland. You will provide holistic financial planning to help clients grow wealth, protect assets, and structure their financial futures.

You will build long-term relationships through trusted advice, conduct needs analyses, and manage a pipeline of clients. You’ll ensure compliance and collaborate with the administration team to deliver tailored solutions.

Qualifications

• RE5 qualification is essential or in progress.
• Experience in financial services or advisory role preferred.
• Strong sales, relationship-building, and communication skills.
• Self-motivated with an entrepreneurial mindset.
• High level of professionalism and integrity.
• Client-centric approach.

Responsibilities

• Build and maintain a pipeline of prospective clients.
• Conduct financial needs analyses and develop long-term client relationships.
• Provide ongoing client servicing and regular financial reviews.
• Provide holistic financial planning across investments, retirement, risk, and wealth protection.
• Develop and present tailored financial plans aligned to clients’ goals.
• Assist clients with retirement planning, wealth creation, and income protection strategies.
• Prepare and submit new business applications.
• Ensure all documentation is compliant and complete.
• Work closely with the administration team to implement solutions efficiently.
• Adhere to FAIS and regulatory requirements.
• Maintain accurate client records and suitability documentation.
• Stay up to date with industry trends, products, and legislation.
• Identify opportunities to grow the client base and increase assets under management.
• Participate in marketing initiatives, networking, and referral generation.

Skills

Sales skills

Relationship-building

Communication

Presentation skills

Time management

Entrepreneurial mindset

Education

RE5 qualification

Job description

Zohorecruit seeks a driven Financial Advisor to join our client-focused team in Poland. You will provide holistic financial planning to help clients grow wealth, protect assets, and structure their financial futures.

You will build long-term relationships through trusted advice, conduct needs analyses, and manage a pipeline of clients. You’ll ensure compliance and collaborate with the administration team to deliver tailored solutions.