Private Client Advisor
Há 7 horas
Aveiro, Portugal
Blevins Franks Group
Tempo integral
71 000 € - 107 000 € Contrato
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Blevins Franks Group is seeking a Private Client Manager based in Cascais, Portugal, to provide bespoke financial planning for expatriates and local clients. You will conduct reviews, document needs, and guide investment and estate planning within FCA-regulated standards.
The role requires Level 4 Regulated Financial Planning qualification, 5+ years in financial services, and experience with £1m–£5m client assets. Full in-house training and a solid salary plus bonus are provided.