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Due to our continued growth, we are seeking a new team member with a positive attitude, a desire to continually improve, and a client-focused mindset. Our company depends on word-of-mouth and referrals; therefore, the ideal applicant must have the right behavours and be willing to go the extra mile when helping the team and providing service to our clients.


Europe (Remote)



Your Responsibilities

  • Conduct initial fact find meetings

  • Identify and prioritise client's financial goals

  • Analyse the market to create tailored solutions

  • Prepare and present your recommendations 

  • Regular assessment of your clients goals

  • Work closely with your support team

  • Track performance and deliver results

  • Continually improve your knowledge and skills

Candidate Requirements

  • Highly driven

  • Client focused

  • Attention to detail

  • Organisational skills

  • Interpersonal skills

  • Presentation skills

  • Strong willingness to learn

  • Previous experience preferred

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