About The Company

Calamatta Cuschieri Moneybase plc is a privately held Fintech Group that operates in Investment Services, Fund Administration, Online Investing, and Payments. With roots dating back to 1971, the Group today is evolving at a fast pace whilst keeping the same core principles, that of providing clients the best service using the latest technology and the top professionals in their field, whilst ensuring the strong governance and ethics.

We are committed to attracting and selecting the very best people to join our team and to creating a workplace that promotes individual career growth; we value our people and their well-being. The group employs over 210 people from over 27 countries around the world with Assets Under Management and Administration of over 3 billion.

About The Role

We are looking for a qualified Junior Advisor to build practical experience in financial advisory services. You will work with clients on onboarding, servicing and routine portfolio reviews, manage smaller or less complex client relationships, and develop your advisory skills with guidance and case sign-off from a Senior Advisor.

Key Responsibilities

Conduct client onboarding, servicing and routine portfolio reviews under senior supervision.
Prepare and provide advice on client cases, ensuring every case is signed off by a Senior Advisor before it is actioned.
Manage a book of smaller or lower-complexity client relationships with senior oversight.
Take on progressively more complex cases as you demonstrate competence.
Support Senior Advisors with research and preparatory work for more complex client cases.
Maintain accurate client records and follow internal compliance and conduct requirements.

Experience And Qualifications

Holds the recognised advisory qualification required to provide investment and insurance advice.
Has progressed from a Trainee Advisor role, or is an external candidate with an equivalent qualification and 0 to 2 years of relevant experience.
Fluent in both Maltese and English.

Skills And Competencies

Able to apply advisory knowledge carefully to individual client needs.
Clear communication and the ability to explain financial information in an accessible way.
Accuracy and attention to detail in client documentation and case preparation.
Good organisation and ownership of client follow-up.
Sound judgement, a commitment to compliance and openness to senior feedback.

Supervision and development

You will work under the supervision of a Senior Advisor. Every advisory case requires senior sign-off before it is actioned, while you build the practical experience and competence needed to handle standard cases independently.

Further progression requires a minimum of 12 to 18 months of supervised live advisory practice, consistently accurate client work with minimal correction at sign-off, and a clean compliance and conduct record. The Senior Advisor and management must agree that sign-off is no longer required for standard cases.

What We Offer

As an HR certified employer, we invest in our people through clear career paths, benefits and opportunities for professional development.

Practical advisory experience with guidance and mentoring from Senior Advisors.
A defined development path towards greater advisory responsibility.
Comprehensive health insurance and fitness allowances.
Study leave and fully funded sponsorship schemes for further studies and professional development.
Variable performance bonus linked to KPIs.
Mental health support.

All applications will be treated with the strictest confidentiality.

By submitting this application, I confirm that all the information given by me in this application for employment and any additional documents attached hereto are true to the best of my knowledge and that I have not wilfully suppressed any material fact. I confirm I have disclosed if applicable any previous employment with Calamatta Cuschieri Moneybase Plc. I accept that if any of the information given by me in this application is in any way false or incorrect, my application may be rejected, any offer of employment may be withdrawn or my employment with Calamatta Cuschieri Moneybase Plc may be terminated summarily or I may be dismissed. By submitting this application, I agree that my personal data will be processed in accordance with Calamatta Cuschieri Moneybase Plc's Candidate Privacy Notice

Junior Advisor

Job Description