Investment Advisor | Renowned Insurance Broker

As a Life Planning & Investment Advisor, you will manage and develop an existing portfolio of self-employed professionals, entrepreneurs and private clients with more complex financial needs.

Your role goes beyond recommending individual products. You will take a holistic approach to financial planning, understanding your clients' personal and professional objectives and developing strategies around their investments, pension planning, insurance and wealth.

You will build long-term relationships with your clients and act as a bridge between them and other specialists such as accountants, lawyers, bankers and investment advisors.

Your responsibilities

Financial Planning & Investment Advice

• Act as a trusted financial advisor for self-employed professionals, entrepreneurs and private clients.
• Analyse clients' personal and professional financial situations and identify their long-term objectives.
• Develop tailored financial and wealth planning strategies aligned with their life projects.
• Advise on Life & Pension, investments and wealth planning.
• Take into account relevant aspects of tax law, corporate law and wealth planning.
• Manage and develop your clients' investment and financial portfolios.
• Regularly review financial strategies to ensure they remain aligned with changes in clients' personal and professional situations.

Portfolio Management & Client Relationships

• Manage and further develop an existing portfolio of clients.
• Meet clients at the office or visit them to understand their needs and provide tailored solutions.
• Build long-term relationships based on trust, expertise and high-quality advice.
• Follow up proactively on client needs and ensure that submitted cases are managed through to completion.
• Identify opportunities to broaden the relationship through relevant solutions and collaboration with other specialists.

Business Development & Networking

• Develop your client portfolio through targeted prospecting and networking.
• Participate in commercial initiatives, events and professional networking activities.
• Contribute to strengthening the company's presence and reputation in your region.
• Identify opportunities to develop long-term relationships with new entrepreneurs, self-employed professionals and private clients.
• Work collaboratively with colleagues from other departments to identify relevant cross-selling and up-selling opportunities.

Collaboration & Expertise

• Act as a bridge between your clients and external specialists such as accountants, lawyers, bankers and investment advisors.
• Stay up to date with developments in financial and tax legislation.
• Maintain accurate client databases and ensure appropriate reporting to management.
• Share information and expertise with colleagues to contribute to a strong client experience.
• Report directly to the Sales Manager.

• You have at least 4 years of professional experience in financial advice, ideally gained within a bank, financial institution, insurance broker or similar environment.
• You have demonstrable experience advising self-employed professionals, entrepreneurs and/or business owners on their personal and professional financial situation.
• Experience with Life & Pension, investments, wealth planning or financial planning is essential.
• You hold the necessary FSMA authorisations to provide financial advice to clients.
• You have a Bachelor's or Master's degree in Economics, Law, Business or another relevant field.
• You have a strong understanding of financial products and are comfortable discussing investments, pensions and wealth planning with clients.
• You are autonomous, organised and proactive in managing your portfolio.
• You are commercially minded and motivated by achieving results, while maintaining a strong advisory approach.
• You enjoy taking on challenges and working collaboratively with colleagues.

• A challenging and varied position combining financial advice, Life & Pension, investments and wealth planning.
• The opportunity to work with self-employed professionals, entrepreneurs and private clients with more complex financial needs.
• The opportunity to take a holistic advisory approach, rather than focusing solely on individual insurance or investment products.
• A role within a renowned insurance broker with a broad range of financial expertise.
• Significant autonomy and responsibility in managing and developing your client portfolio.
• A professional environment where entrepreneurship, initiative and continuous development are encouraged.
• The opportunity to further develop your expertise within a growing organisation.
• The possibility to work in a hybrid environment.
• A collaborative team of professionals passionate about insurance, financial planning and client advisory.

A Particularly Attractive Compensation Package

• An attractive fixed salary, aligned with your experience and level of expertise.
• A permanent full-time position.
• An attractive variable compensation scheme linked to your results and contribution.
• A company car.
• A comprehensive package of extralegal benefits, including an expense allowance.
• A compensation package designed to recognise your experience, client portfolio management and financial advisory expertise.
• Opportunities for professional development and continuous learning within an expanding organisation.