Independent Financial Advisor (distance working)
- Employer
- Blacktower Financial Management Group
- Location
- Lisbon (PT)
- Salary
- to be defined
- Closing date
- Dec 17, 2021
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Masters
Sobre a vaga
Blacktower Financial Management are a well-established and highly reputable financial planning and investment management company operating globally. The company specialise in helping expat professionals and provide global financial solutions for those with a global lifestyle. We pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals
Not all international financial planning firms are the same, and at Blacktower we pride ourselves on trying to do things differently. Our principal objective is to be the most trusted and client centric financial practitioner in the international market.
REQUIREMENTS :
- This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates
- Level 4 qualification or above
- Proven working experience as a Financial adviser
- Excellent in communication and client-relationship skill
- Develop, lead and manage the sales organization to advise on financial products and solutions.
- Provide the vision, inspiration and leadership necessary to drive commercial succes.
- Organizational and will have time management skills
- Will have the capability to build rapport with people from multiple nationalities, jobs and industries
- Will have the capacity to adapt to a fast-paced environment
- Focused approach to build business
RESPONSIBILITIES:
- Provide strategic advice across a variety of financial products and services
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
ADVISER PACKAGE:
- Competitive Commission Structure
- Incentive on Transferal of Existing Assets Under Management
- Initial Retainer/Financial Support for the right candidatev
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