Senior Financial Planning Professional
hace 5 días
Job Advertisement:
We are representing a leading wealth management firm in Malaga, Spain, seeking an experienced and qualified Senior Financial Planning Professional to join their team.
About the Role:
As a Senior Financial Planning Professional, you will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.
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:
A competitive salary of €80,000 per year, along with a supportive, collaborative work environment.
About Us:
Our company, Independent Resourcing Consultancy Ltd, is committed to providing exceptional service to our clients. 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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