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Financial expert

Flemish BrabantHybridHours negotiable<3months

Takeover of a successful existing office. You will take over a well-functioning financial advisory office with an existing client portfolio, proven results, and a stable income stream. You will not start from scratch but build on a strong commercial foundation with significant growth potential.

What you do

  • Independently advise clients on home financing, insurance, pension planning, and wealth accumulation
  • Listen to client needs and translate them into a personal financial plan
  • Follow up on files from A to Z
  • Build lasting client relationships and further develop the office
  • Combine entrepreneurship with professional financial advice

What they ask

  • Bachelor's or Master's degree
  • Experience in the banking or insurance sector

Profile

  • Entrepreneurial and eager to build your own office, without the uncertainty of a completely new start-up
  • Attentive listener and able to empathize with the client's situation
  • Accurate, stress-resistant
  • Strong communication skills and easily build trust
  • Digitally proficient and comfortable working with various software applications

Offer.

  • Unique opportunity: the takeover of a successful office with an existing client portfolio, proven revenue, and immediate income
  • Intensive training of at least two months at the central organization, followed by continuous coaching and further education
  • Unique software and digital tools that enable optimal client advice
  • Freedom and responsibility of independent entrepreneurship, supported by a strong network
  • The strength of an established organization with over 25 years of experience and a strong brand name in independent financial advice

How to apply

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