Financial Planner
Salary
Û60,000 + Bonus
Location
Job Type
Full Time
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Job Title: Financial Planner
Industry: Wealth Management
Location: Algarve, Portugal
Salary: â¬60,000 + Bonus
Reference Number: 14824
Job Description:
Ever dreamt of living in Portugal’s beautiful Algarve region yet focusing on your career as a Financial Planner prevented you from making this a reality? Luckily, it does not always have to be a choice between career and lifestyle!
Recruit UK are working in partnership with one of Europe’s leading Tax and Wealth Management companies who are looking for a Financial Planner to join their team covering the Algarve region of Portugal.
They are specialists in advising UK ex-pats on complex Pension, Investment, Tax, Estate, and Trust planning, servicing clients from their 22 regional hubs throughout Europe.
This role will be focused on looking after existing clients, assisting with the ongoing management of their portfolio and complex wealth needs. You will work alongside a Senior Partner, developing to develop a regional presence. There is no requirement for any new business development, and you will receive full back-office assistance from both the local and centralized teams.
What’s in it for you?
- Salary of â¬60,000
- Annual bonus (câ¬10,000)
- Relocation costs covered
- Attractive benefits package including Pension, DIS, PHC, PMI
- Full funding for professional development
- Progression into a Partner role
- Diploma in Financial Planning (CII or LIBF)
- Experience advising UK private clients with investable assets of £1million +
- Strong technical knowledge around IHT and Pensions planning
- Genuine desire to relocate and work abroad
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we will tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.