Senior Financial Planner for High-Net-Worth Individuals

hace 2 semanas


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

**Job Overview**

We are a leading wealth management firm in Spain, seeking an experienced Senior Financial Planner to join our team. The ideal candidate will have a strong background in financial planning and a passion for helping high-net-worth individuals achieve their financial goals.

**Key Responsibilities**

  • BUILD AND MAINTAIN STRONG RELATIONSHIPS WITH CLIENTS, PROVIDING EXPERT FINANCIAL ADVICE AND GUIDANCE TO HELP THEM ACHIEVE THEIR FINANCIAL OBJECTIVES.
  • CONDUCT THOROUGH FINANCIAL ASSESSMENTS OF CLIENTS' CURRENT FINANCIAL SITUATIONS AND FUTURE GOALS, DEVELOPING PERSONALIZED FINANCIAL PLANS THAT MEET THEIR NEEDS.
  • MONITOR CLIENTS' FINANCIAL PROGRESS AND MAKE ADJUSTMENTS TO THEIR PLANS AS NECESSARY TO ENSURE THEY REMAIN ON TRACK TO ACHIEVING THEIR GOALS.

**Requirements**

  • A 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.

**Benefits**

  • A COMPETITIVE SALARY RANGE OF €80,000 - €120,000 PER ANNUM, DEPENDENT ON EXPERIENCE.
  • A SUPPORTIVE AND COLLABORATIVE WORK ENVIRONMENT.
  • ONGOING TRAINING AND DEVELOPMENT OPPORTUNITIES TO HELP YOU GROW YOUR CAREER.

**Other Information**

The successful candidate will be required to work independently and as part of a team to deliver excellent results for our clients. If you are a motivated and experienced financial planner looking for a new challenge, we encourage you to apply for this exciting opportunity.



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