Independent Financial Advisors

4 semanas atrás

Lisboa, Portugal Blacktower Financial Management Group Tempo inteiro

**Are you qualified Financial Adviser seeking a new challenge in Portugal?**

**We are seeking the highest calibre to help represent that globally well-respected brand of Blacktower.**

**A great financial adviser has specialist knowledge of investments, savings and money management but also possess great people skills**

Financial advisers provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs, and then securing a sale.

In order to give financial advice, advisers must have professional qualifications and follow strict financial industry rules.

Financial advisers are also known as financial planners or wealth managers.

**Responsibilities**:
There are two different types of financial adviser and advice - independent and restricted.

Independent advisers, also called independent financial advisers (IFAs), research and consider all retail investment products or providers available to meet the client's needs. They must provide clients with unbiased and unrestricted advice.

Restricted advisers only offer limited advice, focusing on a particular range of products or on products from one, or a limited number, of providers.

All advisers must inform their clients, before providing advice, whether they provide independent or restricted advice.

Your tasks will vary depending on your role but will typically involve:

- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- analysing information and preparing plans best suited to individual clients' requirements
- completing risk analyses
- researching the marketplace and providing clients with information on new and existing products and services
- assisting clients to make informed decisions
- researching information from various sources, including providers of financial products
- reviewing and responding to clients changing needs and financial circumstances
- promoting and selling financial products to meet given or negotiated sales targets
- liaising with head office and financial services providers
- keeping up to date with financial products and legislation
- producing financial reports
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

What to expect
- Working can be office based although IFAs may work from home or meet clients in their own homes.
- IFAs work on a self-employed, commission based structure

**Qualifications**:

- Ideally level 4 qualified or working towards a level 4
- Minimum entry level 3

**Skills**:
You'll need to show evidence of the following:

- excellent communication, interpersonal and listening skills
- the capability to explain complex information simply and clearly
- the ability to network and establish relationships with clients
- research and analytical skills
- negotiation and influencing skills as well as determination and tenacity
- the ability to work in a team
- time management skills
- customer service skills
- self-motivation and organisation
- a good level of numeracy and IT skills
- a target-driven mindset
- a flexible approach to work
- decision-making skills
- discretion and an understanding of the need for client confidentiality
- an ethical and professional approach to work.

Pay: 2,000.00€ - 10,000.00€ per month

Ability to commute/relocate:

- Lisboa, Distrito de Lisboa: Reliably commute or planning to relocate before starting work (required)

Expected Start Date: 03/04/2023

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