Private Client Wealth Advisor – Expat Focus

Blevins Franks Financial Management Limited; España; On-site; PHP 3,249,390 - 4,874,086; Full time

Benefits offered by this job

Full in-house training

Solid basic salary plus bonus

Job summary

Blevins Franks Financial Management Limited is seeking a Private Client Manager based in Javea, Spain. The role entails operating as a retail investment adviser under FCA regulations, establishing financial strategies for clients, and maintaining strong relationships with various clients whilst providing tailored financial advice.

Applicants should have a Level 4 qualification in Regulated Financial Planning, along with at least 5 years of experience in the financial services sector. The position offers both a solid salary and bonus potential, reflecting the company’s long-standing expertise in financial advisory for British expatriates across Europe.

Qualifications

• Minimum of 5 years’ experience in financial services, especially investment advice.
• Experience with clients having investable assets between £1m and £5m.
• FCA-approved or capable of meeting fitness and propriety requirements.

Responsibilities

• Operate as a retail investment adviser in line with FCA regulations.
• Establish and document clients’ financial information.
• Guide clients in gathering relevant financial documentation.
• Determine strategies for meeting clients' financial objectives.

Skills

Excellent interpersonal skills

Communication skills

Relationship building

Accountability

Determination

Flexibility

Reliability

Continual learner

Education

Level 4 in Regulated Financial Planning

Tools

MS Word

MS Excel

Job description

Blevins Franks Financial Management Limited is seeking a Private Client Manager based in Javea, Spain. The role entails operating as a retail investment adviser under FCA regulations, establishing financial strategies for clients, and maintaining strong relationships with various clients whilst providing tailored financial advice.

Applicants should have a Level 4 qualification in Regulated Financial Planning, along with at least 5 years of experience in the financial services sector. The position offers both a solid salary and bonus potential, reflecting the company’s long-standing expertise in financial advisory for British expatriates across Europe.