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FINANCIAL
CONSULTANT

Due to our continued growth, we are seeking a new team member with a positive attitude, a desire to continually improve, and a client-focused mindset. Our company depends on word-of-mouth and referrals; therefore, the ideal applicant must have the right behavours and be willing to go the extra mile when helping the team and providing service to our clients.

LOCATION

Europe (Remote)

POSITION TYPE

Permanent

Your Responsibilities

  • Conduct initial fact find meetings

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  • Identify and prioritise client's financial goals

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  • Analyse the market to create tailored solutions

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  • Prepare and present your recommendations 

  • Regular assessment of your clients goals

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  • Work closely with your support team

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  • Track performance and deliver results

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  • Continually improve your knowledge and skills

Candidate Requirements

  • Highly driven

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  • Client focused

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  • Attention to detail

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  • Organisational skills

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  • Interpersonal skills

  • Presentation skills

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  • Strong willingness to learn

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  • Previous experience preferred

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