Senior Financial Consultant

hace 10 horas


Málaga, Málaga, España Independent Resourcing Consultancy Ltd A tiempo completo

**Independent Financial Advisor Opportunity in Malaga, Spain**

We are seeking an experienced Senior Financial Consultant to join our team at Independent Resourcing Consultancy Ltd. as an Independent Financial Advisor in Malaga, Spain.

About the Role

This exciting opportunity will see you provide expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.

Responsibilities
  • Foster and maintain relationships with clients, offering tailored financial guidance and support.
  • Conduct comprehensive financial assessments of clients' current situations and future objectives.
  • Develop and implement personalized financial plans, including investment, retirement, and tax planning strategies.
  • Maintain open communication with clients, monitoring their financial progress and adjusting plans as needed.
Requirements
  • A minimum of 5 years' experience as a Financial Advisor in the wealth management industry.
  • Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • A transferable client base and AUM (Assets Under Management).
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a collaborative team.
What We Offer

In this role, you will have the opportunity to work with a reputable company and enjoy a competitive salary. The estimated salary for this position is €60,000 - €80,000 per year, depending on experience.

We are committed to providing a supportive and collaborative work environment that enables you to succeed in your career.



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