Financial Adviser - Financial Planning

deVere Group; Madrid; Presencial; EUR 50.000 - 70.000; Jornada completa

Descripción de la vacante

A leading financial consultancy in Comunidad de Madrid is seeking an experienced Financial Advisor to provide independent advice and support to expatriates and international investors. You will offer financial planning solutions with a focus on client needs, while benefiting from commission-based income and ongoing training. Ideal candidates will have a proven track record in retail investment advisory or wealth management.

Servicios

Weekly commission payments

Compliance, administration, CRM and marketing support

Ongoing training and development

Formación

• You will have a proven track record of success in retail investment advisory and wealth management.
• Comfortable in a commission-based environment with uncapped earnings.
• Familiarity with financial products and services.

Responsabilidades

• Provide trusted, independent financial advice to clients.
• Meet with clients to discuss their financial needs.
• Market and offer international financial products.

Conocimientos

Retail investment advisory

Wealth management

Financial services sales

Descripción del empleo

Are you an experienced Financial Advisor seeking to maximise your income and skillset together with ensuring you have a global support platform and licenses' to advise in all regions.

As part of deVere Group, one of the world's leading independent financial consultancy, deVere provides trusted, independent advice to expatriates and international investors based across the EU region.

deVere Spain offers various financial planning solutions in to cater for our clients personal financial security. Whether this is for planning for a safe and secure retirement or starting a savings plan to pay for future education fees, deVere has a broad range of bespoke solutions to help all of our clients.

For this reason, our advisors and financial planners regularly meet to discuss client needs on a one-to-one basis.

Modern office setting

If you are an international investment advisor, or a financial services sales professional and want to have access to global products and services, with a world-class online training platform, within one of our global licenses' across the region for your clients protection, then we want to talk with you.

As one of the world’s leading financial advisory, private banking, investment banking and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.

We advise over 100,000 clients in 100 countries with in excess of $12bn under advice and administration, together with being the owners of Work Place Solutions (WPS) the appointed pension advisor for the BBC, Rolls Royce, Total, The London Stock Exchange & The UK Parliament among many others.

We are expanding our footprint and hiring independent financial advisors, who want to offer international financial products, preferably to your own client bank, from our diverse range of products and services, including digital, app-based products together with regular savings and lump-sum investment products; Ongoing training and development to help you grow your skills and career

Compliance, administration, CRM and marketing support

Weekly commission payments

Online and On-Demand training and product platform

You will have a proven track record of success in retail investment advisory, wealth management or direct to consumer financial products.

You will be comfortable in your ability to gain an income in a meritocratic, uncapped, commission-based environment which is paid weekly

International FinTech

Financial Services

Finance Sales Business Development

Structured Finance

A few words from our group investment and divisional director :