Job Description

Overview

Our British client in Spain is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in Marbella, specializing in providing holistic financial advice to Expats living in the EU and also Switzerland.

Responsibilities

  • Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
  • Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
  • Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
  • Leverage strong relationship-building skills to generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
  • Utilize ac...

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