Financial Advisor (Remote)

• 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.

• 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.

• 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.

• 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.

*Please note that all job applicants will be automatically added to the Broadwing LTD candidate database and will receive an automatic email with user credentials to benefit from our online platform.