Independent Financial Advisor

IRCFS - International Recruiters - Connecting Financial Specialists Limited; La Coruña; A distancia; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

A global financial services organization seeks Independent Financial Advisers in Galicia, Spain. You will enjoy autonomy, 100% ownership of clients, and a supportive work environment. Ideal candidates have financial qualifications and a solid client pipeline. This opportunity allows for increased income and the creation of a valuable business asset.

Formación

• Solid business plan and developing client pipeline required.
• Transferable Assets Under Management (AUM) valued.

Responsabilidades

• Manage your business with greater work/life balance.
• Retain 100% ownership of clients.
• Build a valuable, saleable business asset.

Conocimientos

Qualified Professionals: IFAs

Wealth Managers

Financial Planners

Private Client Managers

Entrepreneurs

Educación

Financial qualifications equivalent to CISI minimum standards

EFA, QFA, Diploma, or Chartered status

Descripción del empleo

Independent Financial Adviser Contract Spain

About the Company: Our client is a large, global Financial Services organization dedicated to supporting Independent Financial Advisers (IFAs), Wealth Managers/Planners, and Private Wealth Management companies operating on their terms of business.

By joining their international organization, you will unlock your full potential to grow, maximize, and protect your client-driven business. If you are an experienced IFA, Private Wealth Manager, or Financial Planner seeking a more efficient and profitable structure for your international client book and assets under management (AUM), or if you’re an entrepreneurial Adviser ready to establish your own international IFA business, their setup could be your ideal partner.

About the Role

Join this established international IFA company managing over $1 billion under administration, with a 25-year track record. Take control of your future and inquire to see how they can support your business ambitions.

Responsibilities

• Autonomy and Flexibility: Manage your business with greater work/life balance, retaining 100% ownership of your clients while benefiting from their support.
• Increased Revenues: Their industry-leading fee split allows for significantly higher short, medium, and long-term income.
• Cost Efficiency: They enable competitive pricing for your clients, making your offerings more attractive.
• Business Asset Creation: Build a valuable, saleable business asset with a clear exit strategy.
• Client-Centric Approach: Benefit from open architecture, allowing fund, product, and provider selection.
• Control: Define your own fee structures and explore terms of business across multiple providers.
• Comprehensive Support: They handle regulation, licensing, compliance, administration, and technical support at no additional cost.
• Positive Work Environment: They promote a culture free from micromanagement, toxicity, targets, or unnecessary reporting.
• Daily Payments: Receive your fees, trails, and commissions promptly.
• Brand Identity: Develop and establish your own brand as a valued business asset.

Qualifications

Financial qualifications equivalent to CISI minimum standards, EFA, QFA, Diploma, or Chartered status. A solid business plan, a developing client pipeline, or transferable Assets Under Management (AUM).

Required Skills

• Qualified Professionals: IFAs, Wealth Managers, Financial Planners, Financial Advisors, Private Client Managers, Asset Managers, IFAs.
• Entrepreneurs: Individuals seeking autonomy and independence to establish or expand their own IFA business.
• Existing Firms: IFA firms looking to grow through advantageous terms of business and global licensing.

They are committed to diversity and inclusivity.