Senior Financial Advisor

Overview

As a financial expert, you will collaborate with a leading tax and wealth management group to provide exceptional services for British expatriates in France, Spain, Portugal, Malta, Cyprus, and Monaco. Your responsibilities include working with the 'retired' British demographic, developing and managing personalized financial plans, and advising on tax-efficient investment strategies.

Key Responsibilities

• Work with a diverse range of clients to understand their financial needs and develop tailored plans.
• Develop and manage comprehensive financial plans that align with clients' goals and risk tolerance.
• Advise on tax-efficient investment structures and ensure compliance with UK and local tax laws.
• Provide regular financial reviews and updates to clients, highlighting key performance indicators and areas for improvement.
• Collaborate with local financial, tax, and legal experts to ensure seamless delivery of services.

Qualifications

To succeed in this role, you should have excellent communication skills, be able to work effectively in a team environment, and possess a strong understanding of tax-efficient investment strategies. If you are a motivated and experienced financial professional looking for a new challenge, please apply today.

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