Independent Financial Adviser Spain

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

Descripción de la vacante

A leading financial advisory firm in Marbella is seeking an experienced Independent Financial Advisor to provide expert financial advice to clients, focusing on investment strategies and financial planning. This role offers unlimited earning potential through commissions and requires strong communication and sales skills. The ideal candidate will have a proven track record in financial advising, relevant certifications, and fluency in English.

Servicios

Unlimited earning potential through commission-only earnings

Opportunities for professional development

Supportive and innovative work environment

Formación

• Proven experience as an Independent Financial Advisor with a successful track record.
• Strong knowledge of financial planning and compliance requirements.
• Fluency in English; other languages like Spanish or German are a plus.

Responsabilidades

• Provide expert financial advice to clients.
• Conduct financial assessments and develop customized plans.
• Recommend investment strategies and optimize taxes.

Conocimientos

Financial planning

Investment products knowledge

Sales skills

Analytical skills

Communication skills

Educación

Relevant certifications (CII, CISI level 4, CFP, CFA, Series 7)

Descripción del empleo

Job Description

Our British client in Spain is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in Marbella, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.

Responsibilities

1. Provide expert financial advice and guidance to clients, addressing their financial goals, challenges, and aspirations.
2. Conduct financial assessments and analyses to develop customized financial plans aligned with client objectives.
3. Recommend investment strategies, retirement planning, estate planning, tax optimization, and other financial matters.
4. Build relationships and generate leads through networking, referrals, and marketing initiatives to expand the client base.
5. Use active listening and emotional intelligence to understand client needs and offer tailored solutions.
6. Maintain strong client relationships through confident communication and ongoing support.
7. Follow up with potential clients, overcome objections, and close sales persistently.
8. Stay updated on industry trends, regulations, and best practices to deliver current financial solutions.

Requirements

1. Proven experience as an Independent Financial Advisor with a successful track record.
2. Strong knowledge of financial planning, investment products, and compliance requirements.
3. Excellent communication, interpersonal, and analytical skills with a sales focus.
4. Ability to work independently and remotely, maintaining professionalism and productivity.
5. Goal-oriented with a drive to exceed expectations and meet sales targets.
6. Relevant certifications (e.g., CII, CISI level 4, CFP, CFA, Series 7) are preferred.
7. Fluency in English; additional languages like Spanish, German, or French are a plus.

Benefits

1. Unlimited earning potential through commission-only earnings.
2. Opportunities for professional development and career growth.
3. Supportive, innovative, and diverse work environment encouraging continuous learning.

Please note: This role is suitable for both experienced and qualified IFAs interested in financial services and wealth management. It is NOT suitable for those from accounting, auditing, or financial management professions. This is a client-facing, sales-driven role focused on targets. Only apply if you meet the financial sales criteria.