- You will provide strategic advice across a variety of financial products and services
- You will assess client's overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Keep abreast of new industry's trends and research the market to back up financial consulting
- Oversee the course of client's financial plan(s) and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Ideally be UK level 4 qualified, or be prepared to achieve this industry benchmark.
- 5 years+ proven working experience as a financial advisor
- Proven working experience as an investment adviser
- Strong communication, negotiation and presentation skills
- Track record of successful financial guidance in previous roles
- Excellent PC knowledge and ability to operate database systems
- Very competent in spoken and written business English
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Independent Financial Advisor
hace 1 día
Independent Resourcing Consultancy Ltd Madrid, EspañaJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Spain · We are representing an International leading Wealth Management firm in Spain, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independe ...
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Independent Financial Advisor
hace 5 días
Independent Resourcing Consultancy Madrid, EspañaJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in SpainWe are representing an International leading Wealth Management firm in Spain, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent F ...
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Independent Financial Advisor
hace 1 día
Independent Resourcing Consultancy Madrid, EspañaJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in SpainWe are representing an International leading Wealth Management firm in Spain, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent F ...
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Financial Aid Advisor
hace 3 días
IE Business School Madrid, EspañaOverview · Over the past years, with increasing competition and the rise of tuition fees, Financial Aid has grown in importance to become a core area for education institutions, as well as for IE. Its strategic importance goes beyond awarding scholarships and fellowships to cand ...
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Associate
hace 1 semana
Houlihan Lokey Madrid, EspañaBusiness Unit: · Financial Restructuring Group · Industry: · FIG - Financial Institutions · Overview · Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corpor ...
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Consultor/a Finanzas Sostenibles
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EY Madrid, EspañaEn EY, tendrás la oportunidad de construir una carrera tan única como tú. Con el apoyo de un entorno global y una cultura inclusiva y tecnológica, conseguirás ser la mejor versión de ti mismo. Queremos contar contigo como una voz única, como alguien que aporta, y con la perspecti ...
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6 Month Internship
hace 1 semana
Houlihan Lokey Madrid, España PrácticasSHIPBusiness Unit: · Financial Restructuring Group · Industry: · No Industry · Overview · Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in financial restructuring, mergers & acquisitions, capital markets, valuation, and strategic consulting. The firm serves cor ...
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Associate, Valuation and Financial Modeling
hace 1 semana
Northland Power Madrid, EspañaWho We Are: · At Northland, we're enablers of change, united by our journey to transform the energy sector into the foundation for a sustainable future. · Since our inception, we've been early movers in the energy industry, adopting new initiatives that pave the way for communiti ...
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M&a Manager Renewable Energy
hace 1 día
FED finance ES Madrid, España**From Fed Finance we are looking for M&A Manager for the Corporate Finance team for our client in the renewable energy sector.** · **SU FUNCIÓN**: · - Build financial models, including gathering inputs, elaborate model structure and calculation, analyzing results and discussing ...
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Senior Project Engineer
hace 2 días
Cero Generation Madrid, España**About the role** · Reporting into the Head of Engineering, the Senior Project Engineer will have technical oversight during the entire project lifecycle, supporting Project and Corporate Development Managers, Transaction Managers and Project Managers by integrating site assessm ...
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Associate - Madrid Fa
hace 6 días
Lazard Madrid, EspañaRegion 1- EMEA- Business Unit 1- Financial Advisory- Location 1- Madrid- Job Description 1Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for profes ...
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Finance & Business Control Officer
hace 6 días
Thales Madrid, EspañaLocalizacion : Madrid, Spain · Thales in Spain is a leader in technological solutions applied to Defence, Aeronautics, Security, Transportation and Space and, furthermore, is a global centre for excellence in Space, Security of Critical Infrastructures and Transportation. With a ...
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6-month Off-cycle Internship
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Houlihan Lokey Madrid, España PrácticasSHIPBusiness Unit: · Corporate Finance · Industry: · GEN - General · Please note that this internship will be taking place from September 2023 to March, 2024 · _._ Houlihan Lokey offers 6-month internships throughout the year, so if this timing is not suitable for you, we would ask t ...
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Corporate Accountant Finance
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FTI Consulting, Inc. Madrid, España**Who We Are** · FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greates ...
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Oncology Project Coordinator
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Pfizer Madrid, EspañaThe Project Coordinator is responsible to manage medical projects in accordance with company policies, SOPs, regulatory requirements in addition to financial and contractual obligations. · The Project Coordinator will plan and pro-actively work in multidisciplinary teams (includi ...
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Wealth Manager
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deVere Group London Madrid, EspañaWe are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team. · If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platfor ...
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FTI Consulting, Inc. Madrid, España**Who We Are** · FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greates ...
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Administrator Alternative Assets
hace 3 días
LRI Invest Madrid, España OTHER· Key responsibilities: · - As your main focus you will be responsible for all accounting matters for client companies, such as bookkeeping, assistance in the preparation of accounting reports and Annual Accounts, preparation of payments, assistance in the preparation of withhol ...
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Vice President
hace 2 días
Lazard Madrid, EspañaRegion- EMEA · - Business Unit- Financial Advisory · - Location- Madrid · - Job Description · - Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for ...
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Project Development Manager
hace 6 días
The Green Recruitment Company Madrid, EspañaPosted 24 November 2023 · Salary Competitive Salary (DOE) · LocationMadrid · Job type Permanent · Discipline Renewable Energy & Infrastructure · ReferenceGCLI-6NOV23 · Contact NameGuillermo Camarasa · The Green Recruitment Company is in the search of a Senior Project Manager to w ...
Independent Financial Advisor - España - Holborn Assets, LLC
Descripción
Holborn Assets is seeking to recruit experienced and highly qualified independent financial advisors. The position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates abroad.
Responsibilities