Financial Consultant

hace 7 días

Marbella, Málaga, España Alexander Peter Wealth Management A tiempo completo

Job Opportunity: Alexander Peter Wealth Management is seeking a highly motivated and experienced financial professional to join our team in Marbella, Spain.

About the Role: As a Financial Consultant, you will be responsible for assisting expatriates in developing efficient wealth planning strategies that align with their financial goals. Your primary focus will be on providing exceptional client service, analyzing client needs, and delivering tailored investment solutions.

Key Responsibilities:

  • Assist clients in creating personalized wealth plans that meet their financial objectives
  • Analyze client financial data to identify areas for improvement and develop strategies to optimize their wealth
  • Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices

Requirements:

  • Level 4 Diploma in Financial Planning or equivalent qualification
  • Minimum 3 years' experience in financial planning or a related field
  • Proven sales track record with a strong ability to build and maintain client relationships
  • Highly motivated and self-driven individual with excellent communication and interpersonal skills

What We Offer:

  • Uncapped commission structure
  • Office-based role with full back-office support
  • Leads provided through our marketing department

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