Ifa Wanted in Portugal

Our brand new EU client strives to provide the best level of service in the industry which means having the right regulations, the right structure and the right people. With established and well run offices in Spain and Portugal, this client comes highly recommended.

They pride themselves on being truly different, their overarching aim is to give high quality, trusted advice that’s in the very best interests of their clients and to be trusted to deliver just that.

Qualification requirements : Depending on clients’ requirements you will be required to advise on such areas as:

• Private Client Investments;
• Pensions and Retirement Planning;
• Tax Planning;
• Mortgages;
• Protection Arrangements

Other required skills :

• Solutions orientated - imaginative.
• Highly organised, methodical, analytical, disciplined.
• Ability to work autonomously whilst still being a key member of a team.
• Great communication skills - written and oral.
• Strong client focus, with the ability to transact with financially sophisticated clients and products.
• Good IT skills including strong working knowledge of Excel.