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Open nowFirst seen 6 days ago

International Financial Planner - Portugal

International Recruiters - Connecting Financial Specialists Limited128 open roles

Where
Lisbon, Portugal, Remote
Work mode
Remote
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Your applicationOpen nowInternational Financial Planner - PortugalInternational Recruiters - Connecting Financial Specialists Limited · Lisbon, Portugal, Remote

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 6 days ago

The posting

International Financial Planner | Portugal | Remote / Hybrid Opportunities Available

A Rare Opportunity with a Leading International Wealth Management Firm

Our client, a highly respected and growing international wealth management firm, is seeking an experienced International Financial Planner to join its expanding European team.

This opportunity is based in Portugal, with remote, hybrid and flexible working arrangements considered for the right individual.

Working with high-net-worth individuals, expatriates and internationally mobile professionals, you'll deliver sophisticated cross-border financial planning and wealth management solutions while building long-term client relationships.

What's on offer?

  • Portugal-based opportunity with remote, hybrid and flexible working options available
  • Work with high-net-worth international and expatriate clients
  • Established international wealth management platform
  • Strong operational, technical and paraplanning support
  • Competitive basic salary with an attractive bonus and incentive structure
  • Genuine long-term career progression
  • Ongoing professional development and support for further qualifications
  • Collaborative, professional and client-focused culture

The role

  • Build and develop long-term relationships with high-net-worth and internationally mobile clients
  • Deliver holistic financial planning, investment, retirement and wealth management advice
  • Provide tailored cross-border financial planning solutions
  • Generate new business through referrals, networking and professional relationships
  • Work closely with an experienced international support team
  • Deliver an exceptional client experience through ongoing relationship management

The ideal candidate will have:

  • Experience as an International Financial Planner, Financial Adviser or Wealth Manager
  • Experience advising expatriate and internationally mobile clients
  • Strong knowledge of investments, pensions, retirement and holistic financial planning
  • A proven track record of developing new business and managing long-term client relationships
  • A minimum Level 4 financial planning qualification (or equivalent)
  • Excellent communication, presentation and relationship-building skills
  • The right to live and work in Portugal, or the ability to obtain the relevant permissions

This is an outstanding opportunity for an ambitious adviser looking to join an established international business with an excellent reputation, a strong support infrastructure and genuine long-term career prospects.

If you're interested in learning more, please apply in confidence or contact me directly for a confidential discussion.

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