About the role
Are you passionate about helping individuals secure their financial future during retirement?
In this dynamic role, you will assess clients' retirement gaps, design comprehensive retirement strategies, and provide expert advice on tax-optimized savings solutions. You will be the trusted advisor ensuring financial stability in their golden years.
Your Responsibilities
- Gap Analysis: Evaluate the individual retirement gaps of your clients and outline actionable steps to address them.
- Retirement Strategies: Develop holistic retirement plans that ensure both financial stability and quality of life for your clients in their later years.
- Tax Optimization: Advise clients on tax-efficient savings options, showing them how to enhance their financial well-being.
- Ongoing Support: Regularly adapt retirement plans to accommodate changing life circumstances, remaining a reliable partner.
- Market Insights: Stay updated on the latest trends in retirement planning to provide informed guidance to your clients.
What We Offer
- A supportive team with clear structures.
- Regular training and development opportunities.
- Attractive performance-based compensation (starting from €2,400 – €3,400 per month, with no upper limit).
- No income cap; your success defines your earnings.
- Flexible working hours and the ability to work remotely.

