Financial Advisor

Job description

CC Finance Group is a privately held Fintech Group that operates in Investment Services, Fund Administration, Online Investing, and Payments. With roots dating back to 1972, the Group today is evolving at a fast pace whilst keeping the same core principles, that of providing clients the best service using the latest technology and the top professionals in their field, whilst ensuring the strictest governance and ethics.


We are committed to providing our clients with a personalised, high value and comprehensive service whilst ensuring that our Firm continues to grow through a customer driven focus. 


Duties & Responsibilities:

  • Conduct financial planning reviews with customers, with a view to assess their needs and fulfill them through various Investment, Insurance, Pensions & Regular Savings products and services. 
  • Be based in one of our branches & manage and review client’s investment portfolios
  • Consult clients in an unbiased, responsible and objective manner
  • Focus on achieving the highest level of customer satisfaction 

Requirements

  • Have an established and proven track record in the provision of financial services in the local market.
  • Have excellent communication and interpersonal skills.
  • Be a mature & responsible individual with a high regard to client’s confidentiality.
  • Be fluent in both Maltese and English
  • Possess an an appropriate qualification to enable the provision of Investment & Insurance advice 


Package

We are committed to attracting and selecting top people to join our team. We are also committed to creating a workplace that encourages individual growth; we value our people and their well-being.


We are committed to attracting and selecting top people to join our team. We are also committed to creating a workplace that encourages individual growth; we value our people and their well-being.


What we Offer:

- Ongoing internal training

- External training opportunities

- Study Leave

- Sponsorship schemes for further studies

- Opportunities for career growth

- Free health insurance

- Discretionary performance bonus

- Employee referral incentive

- Gym subsidy

All Applications will be acknowledged and treated with maximum confidentiality

Reference: CCMT05422

The enduring goal of Calamatta Cuschieri is that the composition of our workforce should reflect that of the communities in which we work.