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A leading international financial advice company is recruiting Business Development Managers/Trainee Financial Advisers. This role involves providing financial planning advice to expatriates and developing client relationships. Candidates must have outstanding communication skills and a proactive attitude, with thorough training provided.
Headquartered in Marbella, our client is an international financial advice company with clients in over 100 countries. They are leaders in providing fee based, transparent, qualified, and regulated financial planning advice to expatriates on retirement planning, pensions, tax efficient investments, savings plans and insurance. In recognition of this, they were the Europe winner for Best Adviser Firm Established Under Three Years in the Investment Adviser Best Practice Awards 2020 and also won “Excellence in Digital Innovation” and Excellence in Professional Development” in 2021.
Our client has a dedicated team of expert financial advisers and, through their in-house Academy, also invests in the development of individuals who are passionate about building a successful career in financial services. The company is now recruiting Business Development Managers/Trainee Financial Advisers. Candidates will be working remotely but will have regular communication with their senior adviser/s each week, as well as daily company meetings presented by one of the management team.
Our client is SEC regulated (to offer advice in USA), MIFID II regulated (to offer advice globally) and IDD regulated (to provide advice on insurance products globally).
Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.
REQUIREMENTS:
Candidate Profile – Business Development Manager/Trainee Financial Adviser:
Additional Requirements:
Candidate Package:
1500 Euros per month basic salary, plus 50 Euros per sat meeting, and 10% gross comms on any closed business from meetings booked by you.
Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.
IFA stage:
The main aim is becoming a fully qualified IFA and once set targets are hit, you will then be fully trained each week by your senior advisers to become an IFA. Once you’ve brought on 4m AUM, then you go on your own without any more training and will be able to hire BDMs of your own.
For every BDM that you hire yourself and train up to become an IFA, you will receive 10% gross commissions on their first 4m AUM and 5% thereafter. This is very unique as it gives you a vested interest to make the IFAs in your team as successful as possible as you’ll will earn off them for as long as possible.
Buyout plan:
There is also a buyout plan offered for if you decided to sell your book of clients.
Our client have had huge success through their academy and want to train up more advisers to follow suit.
MINIMUM REQUIREMENTS:
You ideally need to be in a time zone closely aligned to CET Spanish time. Only candidates with existing experience in ideally financial telesales or any other client-facing sales role will be considered for this role.