FINANCIAL ADVISOR SPAIN

International Financial Advisor Jobs; Marbella; Presencial; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

A leading financial services firm in Marbella, Spain, is seeking an experienced Diploma Level 4 Qualified Financial Advisor. The role offers an opportunity to earn in excess of £200,000, with an existing client bank provided and support for new leads. Successful candidates will have a minimum of 2 years experience, a proven track record in investment advisory, and strong client relationship management skills. This role is client-facing and targets driven, ideal for motivated individuals looking to grow their client book.

Servicios

Flights provided

Accommodation provided

Lead generation support

Admin support including paraplanning

Market leading IT system

Formación

• Minimum 2 years experience as a Financial Advisor.
• Experience advising clients on Investments and Pensions.
• Proven track record of success and achievements.

Responsabilidades

• 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.
• Generate new business and build introducer relationships.

Conocimientos

Client relationship management

Investment advisory

Sales driven

Motivated and ambitious

Educación

Diploma Level 4 Qualified UK Financial Advisor

Descripción del empleo

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 relationshipsAbility to manage and retain a client book
• Ability 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.