Job Description
Company Introduction
Our client, a leading financial advisory firm, is looking for a skilled Financial Advisor to join their team. The role is based in Malta, with the option to work remotely on a self-employed basis for those located abroad.
Job Responsibilities and Duties
- Provide expert financial planning and advisory services to clients;
- Develop and implement customized financial strategies to meet clients’ short-term and long-term goals;
- Offer guidance on investment management, ensuring portfolio performance and risk alignment with client objectives;
- Advise clients on retirement planning, including pension strategies and long-term wealth management;
- Conduct thorough financial assessments to identify opportunities for growth and risk mitigation;
- Keep clients informed about market trends and changes that may affect their financial plans;
- Build and maintain strong relationships with clients through regular communication and reviews;
- Ensure compliance with financial regulations and industry standards in all advisory services;
- Prepare and present detailed financial reports and investment strategies to clients;
- Collaborate with internal teams to enhance service offerings and client satisfaction.
Experience
- Minimum of 3 years of experience in financial advisory, financial planning, or investment management with a proven track record of success;
- Have an established portfolio of clients;
- A Level 4 certification in Financial Planning or a related qualification is required.
Personal Skills
- Capacity for growth, career progression, and a willingness to develop into a leadership role with the potential to manage a team in the future;
- Strong analytical and problem-solving skills with a strategic mindset;
- Excellent communication and interpersonal skills to establish trust with clients;
- Ability to interpret complex financial data and present clear recommendations;
- High level of integrity and professionalism in handling client information;
- Strong organizational and time-management skills, with the ability to manage multiple clients simultaneously;
- Proactive and client-focused approach to financial planning and investment management.