Independent Financial Advisor - Loulé - Click and Connect Online

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Job Title: Independent Financial Advisor

We are representing a prominent Wealth Management firm in Loulé, Portugal, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in offering expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.

Key Responsibilities:

• Cultivate strong relationships with clients, providing expert financial guidance and support.
• Conduct thorough assessments of clients' existing financial situations and future aspirations.
• Create customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
• Regularly monitor clients' financial progress and adjust plans as required.
• Stay informed about industry trends and regulations to ensure compliance and deliver optimal service to clients.

Requirements:

• Minimum 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.
• Transferable client base and AUM.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work autonomously and collaboratively within a team setting.

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

Location: Loulé, Portugal.