Independent Financial Advisor

3 weeks ago


Cyprus Station, United Kingdom Independent Resourcing Consultancy Full time

**Independent Financial Advisor - Cyprus**:

- Job Reference: 691CY
- Date Posted: 23 June 2023
- Recruiter: Independent Resourcing Consultancy
- Location: Cyprus
- Salary: On Application
- Bonus/Benefits: Competitive Package
- Sector: Financial Advisers
- Job Type: Permanent
- Contact: Maria Inglis

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



  • London Bridge Station, United Kingdom Kaplan International Full time

    **Senior College Services Advisor (HR and Finance)** **Reference number**: JR234836 **Location**:London Bridge **Working pattern**: Full-Time **Contract Type**:Permanent **Number of roles**:1 **Salary**: £26,500 - £29,000 Per annum + Benefits We are looking for a **Senior College Services Advisor (HR and Finance)** to join our team. As a Senior...


  • Brent Cross Station, United Kingdom L'Oreal Full time

    **LANCÔME BEAUTY ADVISOR John Lewis Brent Cross** (37.5 hours per week)** When you love your work and the people you work with, amazing things happen Freedom to go beyond, that’s the beauty of L’Oréal Luxe. Are you passionate about all things beauty? Do you love making people feel amazing? Then we would love to connect with you! **Your...


  • Finchley Central Station, United Kingdom Additional Resources Full time

    **Location: Finchley Central, Greater London** **Salary: £30k per annum (DOE) + Excellent Benefits** **Job Type: Part Time (22.5 hours, 3 days per week)** We are looking for a **Senior Probate Administrator (Wills/Probate/Trusts)** to join our client**. **They are one of the leading Independent Financial Adviser practice offering comprehensive services...


  • Ealing Broadway Station, United Kingdom Stonerock Full time

    We are a Financial & Legal Services company based in West London. We are recruiting for an experienced and driven individual who is interested in a new and exciting challenge. **What does the role involve?** Explaining the service in a simple format and signing up new clients Following up with previous inquiries Building trust and rapport with...


  • Liverpool Street Station, United Kingdom Edmund and Evans Full time

    **Experienced Recruitment Consultant - Unleash Your Talent in Financial Services!** **Basic between £30,000 - £40,000 - £70,000 OTE plus** **Are you an experienced Recruitment Consultant ready to make an impact in the world of financial services? Join our client who is a global talent acquisition and advisory firm specialising in Investment Banking,...

  • Patient Administrator

    1 month ago


    Stepney Green Station, United Kingdom Circle Health Group Full time

    **The London Independent Hospital** in Stepney Green** is part of Circle Health Group, Britain's leading provider of independent healthcare with a nationwide network of hospitals & clinics, performing more complex surgery than any other private healthcare provider in the country. **Circle Health Group are proud to be recognised as one of the UK’s 25 best...


  • Cannon Street Station, United Kingdom Fidelity International Full time

    About the Opportunity **Job Type**: Fixed Term Contractor Application Deadline: 21 May 2023 Fidelity International, a leading investment solutions and retirement company, is delighted to be participating in the Diversity Project Cross Company 2023 Returner Programme. This programme will be delivered within Investment Solutions and Services (ISS) and...


  • South Ruislip Station, United Kingdom Travelex Full time

    Customer Service Advisor - Asda Travel Money, South Ruislip - Part Time **Job Type**: Permanent, Part Time Hours per week: 20 hrs **Salary**: £11.00 per hour + additional benefits listed below Working Patterns: This job is perfect for those who are flexible and able to work a variety of shifts between Monday to Sunday. Depending on your team, you will...


  • All Saints Station, United Kingdom Saint Francis Health System Full time

    Performs any clerical billing responsibility assigned to ensure that patient accounts are processed in a manner that results in prompt and accurate payment. Acts as a liaison between Patient Account Services, physician offices, clinical areas, patients and third party carriers to identify and resolve any issues causing payment delay. Education: High School...

  • Head of French

    1 month ago


    Notting Hill Gate Station, United Kingdom Pembridge Hall School Full time

    **The Role**: This is an exciting opportunity for a qualified, imaginative specialist French teacher, who works with equal efficacy independently and as part of a team, to deliver outstanding French education to girls across the primary age range. The position would suit a dynamic teacher who is able to inspire pupils of all abilities to develop their full...