Financial Planner

Independent Resourcing Consultancy; Málaga; Presencial; EUR 30.000 - 70.000; Jornada completa

Descripción de la vacante

Una organización líder en el sector busca un planificador financiero para ayudar a los clientes en decisiones financieras clave. Esta emocionante posición ofrece la oportunidad de trabajar directamente con clientes, asesorando sobre inversiones, planificación de jubilación y más. Con un fuerte enfoque en la innovación y el desarrollo profesional, esta firma internacional ofrece una red de apoyo inigualable y opciones de trabajo flexible, lo que permite a los asesores prosperar en un entorno colaborativo. Si estás listo para un nuevo desafío en la gestión de patrimonios, esta es la oportunidad que estabas esperando.

Servicios

25 días de vacaciones + festivos

Horas de trabajo flexibles

Opción de trabajar desde casa

Soporte completo de un paraplanner interno

Equipo de marketing interno para campañas

Capacitación en soluciones offshore

Formación

• Mínimo 4 años de experiencia como planificador financiero.
• Actitud proactiva y emprendedora en la gestión de relaciones.

Responsabilidades

• Asesorar a los clientes sobre objetivos financieros a medio y largo plazo.
• Ofrecer asesoramiento en inversiones, planificación de jubilación y seguros.

Conocimientos

Asesoramiento financiero

Gestión de relaciones

Generación de leads

Planificación de jubilación

Planificación fiscal de patrimonio

Educación

Diploma RDR Nivel 4 del Reino Unido

Certificación Chartered (ideal)

Descripción del empleo

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• Oferta promocionada
• Nueva oferta

Job Description

Our client through a combination of passion for what they do, a desire to innovate and their ambition to define the future of the offshore wealth advice industry, they exist to guide clients through the important financial decisions required today, to ensure they benefit from the freedom of tomorrow. Their Vision is simple. To create a brand that instils pride in its employees, clients, and business partners, enabling all involved to assist in building the most respectable financial planning company in the world.

As a leading organization in our sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as we expand our presence in London and the Southeast.

As a Financial Planner in Europe, you will be working alongside the Director of the European operations. Working in a face-to-face capacity where possible with clients, you will be advising clients on medium to longer term financial objectives. You will also be supporting our Regional Director with clients returning to their European home country. You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skill & Experience

• A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization such as a bank, brokerage or IFA.
• Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
• A pro-active and entrepreneurial attitude that has lead generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
• At least 4 years experience as a Financial Planner.

Benefits

• Self-employed split of business
• 25 days holiday + public holidays
• Flexible working hours and the option to work from home / remotely
• Full support of an in-house paraplanner
• In-house marketing team to support any campaigns you wish to run
• In depth training in Repatriation and clients returning with offshore solutions

Why?

• Strong regulatory background in multiple jurisdictions
• Global Presence
• Full training and support including funding of external CII, CISI and LIBF qualifications
• Industry leading investment proposition
• Support with lead generation via business development, research, and marketing teams
• Full paraplanning and admin support
• Flexible working and infrastructure.
• Self-employed and employed adviser options available

Unique Proposition

Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space. With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining allows you to create a future to be proud of whilst living in some of the most amazing places in the world.

Regulation - The most important USP for joining is their strong regulatory background, that has been with them since our inception. They hold the necessary licenses to operate in every jurisdiction where we have a physical presence.

Compliance - Underpinning our strong licensing and client offering is our dedicated internal compliance team. Their due diligence ensures we continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.

Investment Committee - They have an industry leading investment proposition, that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles : consistency, long term growth, quality investments and diversification.

Operational Support – There advisers are supported by a large operations team, who handle queries from providers, trustees, and clients to ensure the smooth issuance of new business advice.

Business Development - Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UKbased marketing team, who create brochures, sales aids, advertising campaigns and much more.

Team Ethos - Often overlooked, the company has a strong team ethos. Their advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.