Financial Advisor

Redstone Search Group; Madrid; Presencial; EUR 40.000 - 80.000; Jornada completa

Descripción de la vacante

An established industry player is seeking motivated wealth managers and financial advisors to join their expanding team. This role involves working closely with a retired British demographic across various countries, providing tailored financial advice and developing personalized financial plans. You will navigate complex tax-efficient investment strategies, ensuring compliance with local regulations while collaborating with local experts. If you are a self-starter with strong networking skills and a passion for helping clients achieve their financial goals, this opportunity is perfect for you. Join a firm that values ambition and offers a supportive environment for your career growth.

Formación

• Proficient in advising high-net-worth individuals on investment structures.
• Track record in financial services sales or professional services.

Responsabilidades

• Develop and manage personalized financial plans for clients.
• Advise on tax-efficient investment strategies and ensure compliance.

Conocimientos

Networking Skills

Financial Advisory

Tax-efficient Investment Strategies

Sales Experience

Educación

Experience in Financial Services

Professional Services Background

Descripción del empleo

France, Spain, Portugal, Malta, Cyprus and Monaco.

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

We are thrilled to be collaborating with a leading tax and wealth management group renowned for its exceptional tailored made services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans of mass expansion across Europe, they are actively looking to increase their team of wealth managers and financial advisors. A developed portfolio will also be given to get you started immediately.

Key Responsibilities / Tasks

1. Work with ‘retired’ British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
2. Develop and manage personalized financial plans.
3. Advise on tax-efficient investment strategies.
4. Ensure compliance with UK and local tax laws.
5. Provide tailored investment advice based on risk tolerance and goals.
6. Conduct regular financial reviews and updates.
7. Provide performance reports and status updates.
8. Advise on financial implications of residency options.
9. Navigate financial aspects of relocating and living abroad.
10. Collaborate with local financial, tax, and legal experts.
11. Facilitate introductions to trusted local service providers.

Who We’re Looking For :

1. British advisors or professionals seeking a career / environment change.
2. Experienced individuals with a track record in FS sales or professional services.

Key Attributes :

1. Self-starter with an entrepreneurial attitude.
2. Demonstrates clear drive, ambition, self-motivation, and hard work.
3. Professional, engaged, and enthusiastic demeanour.
4. Well-presented and articulate with excellent networking abilities.
5. Willingness to work with the retired British demographic.

Qualifications :

1. Proficient with the ability to advise HNWIs on tax-efficient investment structures.
2. Capable of generating FUM of £5m-£6m in year 1, growing to £10m+ in year 2.

Skills and Competencies :

1. Strong networking skills to leverage marketing efforts and brand recognition.
2. Ability to market showcase brand name to generate referrals.
3. Honesty, integrity, and a solid reputation.