Financial Planning Expert
Há 12 horas
**Company Overview**
We are representing a prominent Wealth Management firm in Loulé, Portugal, seeking an experienced and qualified Financial Planning Expert to join their esteemed team.
**Salary & Benefits**
Our attractive package includes a competitive salary of approximately €60,000-€80,000 per year, dependent on experience. In addition, we offer a supportive and collaborative work environment, with opportunities for professional growth and development.
**Job Description**
As a Financial Planning Expert, you will play a crucial role in offering expert financial advice to clients, aiding them in reaching their financial objectives and securing their financial futures. Your primary responsibilities will include:
- Cultivating and maintaining strong relationships with clients, delivering expert financial advice and support;
- Conducting thorough assessments of clients' existing financial situations and future aspirations;
- Creating and executing customized financial plans for clients, encompassing investment, retirement, and tax planning strategies;
- Regularly monitoring clients' financial progress and adjusting plans as required;
- Staying informed about industry trends and regulations to ensure compliance and deliver optimal service to clients.
**Required Skills and Qualifications**
To be successful in this role, you will require:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry;
- Possession of 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;
- The ability to work autonomously and collaboratively within a team setting.
**Why Choose Us?**
At Independent Resourcing Consultancy Ltd, we offer a supportive and collaborative work environment, with opportunities for professional growth and development. We believe in empowering our employees to reach their full potential and providing them with the tools and resources needed to succeed.
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