Personal Finance Advisor
ComparaJá is the leading platform in Portugal for comparing financial products.
Jobs in Portugal, in English.
10,000+ live jobsOn-site in Lisbon·Part-time·Added 13 days ago (last checked 13 Oct)


This job advert was originally written in Portuguese.
ComparaJá is the leading platform in Portugal for comparing financial products. Our mission is to simplify consumers' lives, helping them save time and money through an impartial and free decision on the best market offers. With a strong technological base and a consultative sales approach, we connect customer needs to the most competitive solutions (credit, insurance, and energy), ensuring transparency and effectiveness in every financial decision.
Role:
You will be responsible for the integral and autonomous management of the credit cycle. The role requires the technical conduction of the process from financial qualification to the formalization of the deed, acting as a strategic link between the client and partner banking institutions.
● Financial analysis and diagnosis: Evaluate the feasibility of the operation;
● Intermediation and negotiation of contractual conditions with banking partners;
● Validate the compliance of all associated documentation;
● Fully coordinate the customer journey, ensuring compliance with legal and operational deadlines.
Requirements/Competencies:
● Academic background in the areas of Management, Economics, Finance, or other areas of study relevant to the role;
● Previous experience in the sales and/or commercial area;
● Ambition and focus on results;
● Clear communication and active listening.
What we offer:
● Career plan and intensive training;
● Salary package with fixed value + uncapped variable indexed to the volume of deeded credit;
● Meal allowance in the amount of €10.20/day;
● Health insurance;
● Free and unlimited psychological support;
● Energetic environment in a central and well-located office.
Apply now or send your CV to people.culture@comparaja.pt!