Wealth Manager - Spain

Independent Resourcing Consultancy Ltd; Castilla-La Mancha; Presencial; EUR 40.000 - 80.000; Jornada completa

Descripción de la vacante

An established industry player is seeking a Financial Planner to join their dynamic team in Europe. In this role, you will work closely with clients across Europe, providing expert advice on financial objectives, including investment strategies and retirement planning. With a strong regulatory background and a commitment to professional development, the company offers a unique opportunity to thrive in the international wealth management space. Enjoy comprehensive support, flexible working options, and the chance to build lasting client relationships while living in beautiful locations. This is your chance to make a significant impact in a growing organization.

Servicios

Full training and support

Funding for external qualifications

Flexible working options

Self-employed and employed adviser options

Full paraplanning and admin support

Formación

• Proven track record in financial advisory roles within financial services.
• Minimum Level 4 RDR UK Diploma or equivalent qualification.

Responsabilidades

• Advise clients on medium to long-term financial objectives.
• Offer advice on Lump Sum Investment, Retirement Planning, and Life Insurance.

Conocimientos

Advisory Relationship Management

Entrepreneurial Attitude

Client Relationship Management

Financial Planning

Educación

Level 4 RDR UK Diploma

Chartered Qualification

Descripción del empleo

As a leading organization in their sector with offices in the UK and across the globe, our Client have developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe.

As a Financial Planner in Europe, you will be working alongside the Director of the European business. Working in a face-to-face capacity with European-wide clients, you will be advising clients on medium to longer term financial objectives.

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 organisation such as a bank, brokerage or IFA.
• Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
• Transferable AUM and Active Client Base
• A pro-active and entrepreneurial attitude that has led to the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
• At least 1 year experience as a Financial Planner.

Why Join Us?

• 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

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 our client 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 our client is their strong regulatory background, that has been with us since inception.

They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.

Compliance

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

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

Their 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 UK based marketing team, who create brochures, sales aids, advertising campaigns, and much more.

Often overlooked, they have 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.