Financial Services Professional

hace 5 días

Málaga, Málaga, España Click and Connect Online Limited A tiempo completo
Independent Financial Advisor Opportunity

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 guidance and advice.
  • 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.

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