Offshore Investment Advisor

Prestige IFA Jobs; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading firm specializing in financial advisory services is seeking qualified candidates to provide exceptional advice to UK and EU expatriates. The ideal candidate will possess relevant financial qualifications and have experience in wealth management, focusing on delivering tailored investment, pension, and tax planning solutions. Strong communication skills and client focus are essential for success in this target-driven role.

Qualifications

• Achieved or working towards financial qualifications relevant to the jurisdiction.
• Minimum of two years experience in wealth management.

Responsibilities

• Advise on Private Client Investments, Pensions, Tax Planning, Mortgages, and Protection Arrangements.
• Client facing sales and targets driven role.

Skills

Solutions orientated

Highly organised

Analytical

Great communication skills

Strong client focus

Good IT skills including strong working knowledge of Excel

Education

Level 4 qualifications or Diploma equivalent

Job description

My client wants to be a small part of your bigger plans.

They pride themselves on being truly different, their overarching aim is to give high quality, trusted advice that’s in the very best interests of their clients and to be trusted to deliver just that.

Any successful candidate will need to have achieved (or be working towards in a Trainee role) financial qualifications relevant to the jurisdiction they work in, ideally level 4 qualifications or Diploma equivalent to comply with our UK industry benchmark.

Qualification requirements:

Any successful candidate will need to have achieved (or be working towards in a Trainee role) financial qualifications relevant to the jurisdiction they work in, ideally level 4 qualifications or Diploma equivalent to comply with our UK industry benchmark. You need to ideally be in Spain already, or have a Spanish NIE card and residence in Spain.

Depending on clients’ requirements you will be required to advise on such areas as:

• Private Client Investments;
• Pensions and Retirement Planning;
• Tax Planning;
• Mortgages;
• Protection Arrangements

Other required skills:

• Solutions orientated – imaginative.
• Highly organised, methodical, analytical, disciplined.
• Ability to work autonomously whilst still being a key member of a team.
• Great communication skills – written and oral.
• Strong client focus, with the ability to transact with financially sophisticated clients and products.
• Good IT skills including strong working knowledge of Excel.

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. Work permits might also be an issue for non EU / UK passport holders, depending on your nationality. A minimum of two years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required experience as laid out above.