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Financial Advisor Spain

Málaga, Andalucía, Spain

Job description

An exciting opportunity has become available for an experienced UK financial advisor to make the move abroad. On target earnings in excess of £200k, as evidenced by existing advisors.

The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team in Spain, offering Financial Planning and Wealth Management services to clients around the world.

The role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.

The role

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience.

Commission base role

Existing client bank provided

Access to new leads and clients

Conduct fact find meetings with new and existing clients

Prepare sound financial plans to ensure clients meet their financial goals

Advise clients on current financial issues and make recommendations

Build strong relationships to retain existing clients

Generate new business and build introducer relationships

Manage your own diary

Market leading IT system

What you’ll need to succeed:

Diploma Level 4 Qualified UK Financial Advisor

2 years minimum experience as a Financial Advisor

Experience of advising clients on Investments and Pensions

Proven track record of success and achievements

Experience of managing client relationships

Able to manage and retain a client book

Able to further grow a client book

Hungry, driven and motivated individual – wanting to earn minimum £200,000

Unique selling points:

For selected individuals, the company will provide flights, accommodation, leads and a coordinator.

Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of 2 years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment advisory sales experience.

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Sponsored by: https://www.onpassive.fun

Tagged as: DipFA , DipPFS , Finance Jobs , FInancial Adviser Careers , Financial Advisor , IFA Consultant , International Financial Advisor , International IFA , International Wealth Manager , investments , Offshore IFA , QROPS , Spain , Wealth Manager

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Crear alertas por correo electrónico

Crear alertas por correo electrónico

Financial Advisor Spain ofertas de trabajo en Málaga, Andalucía, Spain

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