Independent Financial Advisor – Spain

hace 2 semanas


Madrid, Madrid, España Holborn Assets, Llc A tiempo completo
Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.

ResponsibilitiesYou will provide strategic advice across a variety of financial products and servicesYou will assess client's overall financial picture, understand their needs and develop a solid financial planGuide clients towards a profitable and secure financial decisionKeep abreast of new industry's trends and research the market to back up financial consultingOversee the course of client's financial plan(s) and update it, if necessary, to ensure profitsComply with all industry rules and regulationsQualificationsIdeally be UK level 4 qualified, or be prepared to achieve this industry benchmark.

5 years+ proven working experience as a financial advisorProven working experience as an investment adviserStrong communication, negotiation and presentation skillsTrack record of successful financial guidance in previous rolesExcellent PC knowledge and ability to operate database systemsVery competent in spoken and written business English#J-18808-Ljbffr

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