Independent Financial Advisor (DKY224)

IRCFS - International Recruiters - Connecting Financial Specialists; Donostia/San Sebastián; Presencial; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

Una empresa de reclutamiento internacional busca un Asesor Financiero Independiente en San Sebastián. El candidato ideal tiene calificaciones financieras adecuadas y un sólido plan de negocio. Se ofrece autonomía en la gestión y mayores ingresos a través de una estructura de tarifas competitiva. Esta posición proporciona la oportunidad de desarrollar un activo empresarial valioso y una relación profesional en un entorno de trabajo positivo.

Servicios

Cultura laboral positiva

Oportunidades de desarrollo

Soporte integral en administración y cumplimiento

Formación

• Buscar autonomía e independencia para establecer o expandir su propio negocio IFA.
• Posibilidad de construir un activo comercial valioso con una estrategia de salida clara.
• Planes de negocios transferibles o activos bajo gestión (AUM).

Responsabilidades

• Gestione su negocio con mayor equilibrio entre trabajo y vida personal.
• Reciba sus honorarios y comisiones de manera puntual.
• Defina sus propias estructuras de tarifas y explore términos comerciales.

Conocimientos

Calificaciones financieras

Plan de negocios sólido

Atención al cliente

Educación

CISI mínimos, EFA, QFA, Diploma, o estatus Chartered

Descripción del empleo

IRCFS - International Recruiters - Connecting Financial Specialists |

IRCFS - International Recruiters - Connecting Financial Specialists

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 that operate 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 Independent Financial Adviser (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 set up 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.

Equal Opportunity Statement

They are committed to diversity and inclusivity.

El anuncio original lo puedes encontrar en Kit Empleo:
https://www.kitempleo.es/empleo/229561244/independent-financial-advisor-dky224-san-sebastian/?utm_source=html

Escribe tu dirección de correo electrónico, te permitirá de estar al tanto de los últimos empleos por: independent financial advisor (dky224)

Postulate a este anuncio

Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.

Escribe tu dirección de correo electrónico, te permitirá de estar al tanto de los últimos empleos por: independent financial advisor (dky224)