Vermogen Adviseur - Utrecht

Poliservice is looking for a wealth adviser to help clients achieve their financial goals in a dynamic and challenging environment.

Requirements

• Closing advice agreements with clients who have a financial advisory need
• Personal advising clients on pensions, wealth accumulation and death risks
• Identifying opportunities within different client groups and responding to them
• Submitting improvement proposals for processes and systems
• Supporting the implementation of your improvement proposals

Benefits

• Good salary between €2700 and €4000 gross per month, depending on age and experience
• Pension scheme and 13th month
• 27 holiday days for a good work-life balance
• Travel expenses and a home working allowance
• Much attention for training and courses to further develop yourself
• Active and lively employee association
• Participation in our vitality program
• Company laptop