Portugal Job Openings

Independent Resourcing Consultancy

Independent Financial Advisor - Portugal

Portalegre

August 23, 2024

Independent Financial Advisor - Portugal

Job Reference: L9898Y5Y
Date Posted: 14 August 2024
Recruiter: Independent Resourcing Consultancy
Location: Portugal, Portalegre
Salary: On Application
Bonus/Benefits: Competitive Package
Sector: Financial Advisers
Job Type: Permanent
Contact: Maria Inglis

Job Description

Job Advertisement: 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 join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.

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

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

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Please submit your resume and cover letter to maria@ircfs.com with the subject line "691PT Independent Financial Advisor – Portugal or click to apply today.

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