Financial Advisor (Remote)

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.