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Financial expert, Independent office manager

Flemish BrabantHybridHours negotiable<3months

You independently guide clients in home financing, insurance, pension planning, and wealth accumulation.

  • You combine entrepreneurship with professional financial advice.
  • You will be supported with intensive training of at least two months, followed by continuous coaching and further education.
  • You will gain access to unique software and digital tools to optimally advise clients.
  • You will benefit from the strength of a family organization with over 25 years of experience and a strong brand name in independent financial advice.

What you do

  • 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.

What they ask

  • Possess a bachelor's or master's degree.
  • Experience within the banking or insurance sector.
  • Be entrepreneurial and want to build your own office, without the uncertainty of a completely new start-up.
  • Be able to listen attentively and empathize well with the client's situation.
  • Work accurately, be stress-resistant, and take responsibility.
  • Possess strong communication skills and easily build trust.
  • Be digitally proficient and work smoothly with various software applications.

How to apply

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