Independent Financial Advisor | (UXB-401)

IRCFS - International Recruiters - Connecting Financial Specialists; Marbella; A distancia; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

A global Financial Services organization in Marbella is seeking an Independent Financial Adviser. With over $1 billion under administration, you will enjoy autonomy, retain full ownership of clients, and benefit from comprehensive back-office support without additional costs. The ideal candidate is a qualified professional with a solid business plan and a growing client pipeline. This role offers significant income potential and encourages the establishment of your own brand.

Formación

• Qualifications equivalent to CISI minimum standards required.
• Solid business plan and developing client pipeline needed.

Responsabilidades

• Manage your business with greater work/life balance.
• Define your own fee structures.
• Receive your fees, trails, and commissions promptly.

Conocimientos

Qualified Professionals: IFAs

Wealth Managers

Financial Planners

Financial Advisors

Private Client Managers

Asset Managers

Entrepreneurship

Educación

CISI minimum standards

EFA

QFA

Diploma

Chartered status

Descripción del empleo

06 ago | IRCFS - International Recruiters - Connecting Financial Specialists | Marbella

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 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, this 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 how they can support your business ambitions.

Responsibilities

1. Autonomy and Flexibility: Manage your business with greater work/life balance, retaining 100% ownership of your clients while benefiting from their support.
2. Increased Revenues: Their industry-leading fee split allows for significantly higher short, medium, and long-term income.
3. Cost Efficiency: They enable competitive pricing for your clients, making your offerings more attractive.
4. Business Asset Creation: Build a valuable, saleable business asset with a clear exit strategy.
5. Client-Centric Approach: Benefit from open architecture, allowing fund, product, and provider selection.
6. Control: Define your own fee structures and explore terms of business across multiple providers.
7. Comprehensive Support: They handle regulation, licensing, compliance, administration, and technical support at no additional cost.
8. Positive Work Environment: They promote a culture free from micromanagement, toxicity, targets, or unnecessary reporting.
9. Daily Payments: Receive your fees, trails, and commissions promptly.
10. 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 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.

Original ad available at: Kit Empleo