About this role
Als Financieel Adviseur bij gemeente Zaanstad adviseer je managers over budgetten, investeringen en financiële kaders, analyseer je planning-&-controldocumenten, bewaak je BBV/verslaglegging en verbind je beleid, uitvoering en financiën binnen je portefeuille. Direct solliciteren Neem contact op Automatisch verbeterd voor betere leesbaarheid Role purpose: Advise clients on personal and business financial decisions, translating goals and risk appetite into clear, compliant financial plans and product recommendations. - Conduct client intake, needs analysis, and risk profiling; document findings accurately. - Develop and present financial plans covering budgeting, savings, investments, insurance, pensions, and financing. - Compare financial products and providers; provide transparent advice aligned with regulations and client interests. - Prepare proposals, reports, and suitability documentation; maintain complete client files. - Monitor portfolios and plans; schedule reviews and adjust recommendations when circumstances change. - Collaborate with internal teams and external partners (e.g., banks, insurers, accountants) to execute solutions. - Ensure adherence to compliance, privacy, and ethical standards; stay current on market and regulatory changes. Required skills and qualifications - Financial advisory expertise in planning, investment principles, and risk management. - Client communication : consultative selling, clear explanations, and stakeholder management. - Analytical skills : interpret financial data, model scenarios, and justify recommendations. - Regulatory awareness : suitability, documentation, and data protection requirements. - Tools : CRM and financial planning software; strong Excel/office productivity skills. - Professionalism : integrity, accuracy, and a client-first mindset. Jij werkt aan meer dan cijfers alleen. Je draagt direct bij aan maatschappelijke opgaven die inwoners elke dag raken: Het gaat hier spe...