Independent Financial Advisor - Faro - Independent Resourcing Consultancy Ltd

Descrição

Job Title: Independent Financial Advisor for Leading Wealth Management Firm in Portugal

We are representing an International leading Wealth Management firm in Portugal, looking for an experienced and qualified Independent Financial Advisor to provide expert financial advice to clients and help them achieve their financial goals.

Salary: €80,000 - €120,000 per annum, depending on experience

Responsibilities:

• Build and maintain relationships with clients, providing them with expert financial advice and guidance
• Conduct thorough financial assessments of clients' current financial situations and future goals
• Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
• Monitor clients' financial progress and adjust plans as necessary
• Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

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
• Ability to work independently and as part of a team