Financial Services Professional
hace 2 meses
We are seeking an experienced and qualified Independent Financial Advisor to join our team at Click and Connect Online Limited.
About the Role:
As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.
Key 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.
What We Offer:
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.
-
Financial Services Professional
hace 1 mes
Málaga, Málaga, España Independent Resourcing Consultancy Ltd A tiempo completoIndependent Financial AdvisorWe are seeking an experienced and qualified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd.About the Role:As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their...
-
Financial Services Professional
hace 1 mes
Málaga, Málaga, España Independent Resourcing Consultancy Ltd A tiempo completoIndependent Financial AdvisorWe are seeking an experienced and qualified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd.About the Role:As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their...
-
Financial Services Development Manager
hace 1 semana
Málaga, Málaga, España Independent Resourcing Consultancy Ltd A tiempo completoAt Click and Connect Online Limited, we are seeking a highly motivated and experienced Business Development Manager to drive business growth and lead our sales efforts in the Malaga region.Key Responsibilities:• Develop and implement effective sales strategies to expand our client base and achieve revenue targets.• Conduct market research to identify...
-
Málaga, Málaga, España Bestforexbonus A tiempo completoFinancial Crime Screening and Transaction Monitoring RoleEbury is seeking a skilled professional to safeguard the company and its clients from financial crime risk. The ideal candidate will have expertise in reviewing and investigating matches against sanctions, PEPs, adverse media, and internal lists in a timely and compliant manner.Key...
-
Málaga, Málaga, España Bestforexbonus A tiempo completoFinancial Crime Screening and Transaction Monitoring RoleEbury is seeking a skilled professional to safeguard the company and its clients from financial crime risk. The ideal candidate will have expertise in reviewing and investigating matches against sanctions, PEPs, adverse media, and internal lists in a timely and compliant manner.Key...
-
Financial Services Representative
hace 1 semana
Málaga, Málaga, España Western Union A tiempo completoRole OverviewWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our Credit and Collections team. As a key member of our team, you will be responsible for building effective business relationships with our customers, handling day-to-day client services and receivables processes, and ensuring a smooth and proper...
-
Málaga, Málaga, España Bestforexbonus A tiempo completoFinancial Crime Screening and Transaction Monitoring RoleEbury is seeking a skilled professional to join its team as a Financial Crime Screening and Transaction Monitoring specialist. In this role, you will play a critical part in safeguarding the company and its clients from financial crime risk.Key Responsibilities:Review and investigate matches against...
-
Málaga, Málaga, España Bestforexbonus A tiempo completoFinancial Crime Screening and Transaction Monitoring RoleEbury is seeking a skilled professional to join its team as a Financial Crime Screening and Transaction Monitoring specialist. In this role, you will play a critical part in safeguarding the company and its clients from financial crime risk.Key Responsibilities:Review and investigate matches against...
-
Financial Controller
hace 1 mes
Málaga, Málaga, España Otto Group Solution Provider (Osp) Gmbh A tiempo completoJoin Our Team as a Financial ControllerAt Otto Group Solution Provider (Osp) Gmbh, we are seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for providing financial guidance and support to our management team.Key Responsibilities:Independent support and control of accounts...
-
Financial Controller
hace 1 mes
Málaga, Málaga, España Otto Group Solution Provider (Osp) Gmbh A tiempo completoJoin Our Team as a Financial ControllerAt Otto Group Solution Provider (Osp) Gmbh, we are seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for providing financial guidance and support to our management team.Key Responsibilities:Independent support and control of accounts...
-
Financial Services Expert
hace 4 semanas
Málaga, Málaga, España Click and Connect Online Limited A tiempo completoFinancial Advisor OpportunityWe are seeking an experienced and qualified Financial Advisor to join our team at Click and Connect Online Limited.Key Responsibilities:Foster and maintain relationships with clients, providing expert financial guidance and advice.Perform comprehensive financial assessments of clients' current situations and future...
-
Senior Business Analyst
hace 3 semanas
Málaga, Málaga, España Epam A tiempo completoBusiness Analysis RoleWe are seeking a skilled Senior Business Analyst to support our product development lifecycle from understanding user needs through to product delivery and adoption.The ideal candidate will have a strong background in Business Analysis and knowledge in Financial Services domain, with excellent English skills.Key...
-
Portfolio Manager
hace 2 semanas
Málaga, Málaga, España Adsearch A tiempo completoJob Overview:As a Portfolio Manager in our Financial Services department, you will be responsible for managing a portfolio under the guidance of an agency manager. Your tasks will include handling accounting files from entry to review, assisting an accounting assistant with data entry tasks, and preparing tax declarations. You will also be responsible for...
-
Client Servicing Professional
hace 4 semanas
Málaga, Málaga, España Empresa Reconocida A tiempo completoEbury is a leading FinTech company that offers a range of innovative products and services to help businesses manage their financial transactions. We are seeking a highly motivated and detail-oriented Client Servicing Professional to join our team in Malaga, Spain.Key Responsibilities:Safeguard Ebury and our clients from financial crime risk, including money...
-
Financial Planning Specialist
hace 4 semanas
Málaga, Málaga, España deVere Group A tiempo completoAbout deVere GroupdeVere Group is a leading wealth tech and advice organization, providing cutting-edge financial solutions to clients worldwide.Our team of experienced advisors offers personalized financial guidance, leveraging technology to deliver tailored advice and innovative products.Job RequirementsWe seek an experienced professional with a strong...
-
Financial Business Partner Lead
hace 4 semanas
Málaga, Málaga, España Vodafone A tiempo completoJob Title: Financial Business Partner LeadAre you a finance professional looking for a challenging role that requires strong analytical and communication skills? Do you have experience in budgeting, cost control, and financial modeling? We are seeking a Financial Business Partner Lead to join our team at Vodafone.Key Responsibilities:Manage and coordinate...
-
Senior Wealth Management Professional
hace 4 semanas
Málaga, Málaga, España Prestige Ifa Jobs A tiempo completoWealth Management OpportunitiesOur client, a leading wealth management firm, is seeking a highly motivated and ambitious professional to join their team in Malaga, Spain. As a Senior Wealth Management Professional, you will be responsible for managing a portfolio of high net worth clients, providing expert investment advice, and building strong relationships...
-
Backend Professional
hace 1 semana
Málaga, Málaga, España Tradingview Inc A tiempo completoAbout usTradingView Inc is a leading provider of financial charts and commercial libraries. Our open-source and commercial solutions are used by thousands of financial websites worldwide. We're also one of the world's biggest websites, visited by millions of people every year.Our tech stackWe use cutting-edge technologies like JavaScript, ReactJS, TypeScript...
-
Financial Director
hace 1 mes
Málaga, Málaga, España Page Executive A tiempo completoJob Title: Director of Administration and FinancePage Executive is seeking a highly skilled and experienced Director of Administration and Finance to join our team in Costa del Sol. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key...
-
Financial Director
hace 1 mes
Málaga, Málaga, España Page Executive A tiempo completoJob Title: Director of Administration and FinancePage Executive is seeking a highly skilled and experienced Director of Administration and Finance to join our team in Costa del Sol. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key...