Financial Advisor Spain

hace 4 meses

Málaga, España Prestige Ifa Jobs A tiempo completo

Job descriptionAn exciting opportunity has become available for an experienced UK financial advisor to make the move abroad. On target earnings in excess of £200k, as evidenced by existing advisors.The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team in Spain, offering Financial Planning and Wealth Management services to clients around the world.The role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.The role- Commission base role- Existing client bank provided- Access to new leads and clients- Conduct fact find meetings with new and existing clients- Prepare sound financial plans to ensure clients meet their financial goals- Advise clients on current financial issues and make recommendations- Build strong relationships to retain existing clients- Generate new business and build introducer relationships- Manage your own diary- Market leading IT systemWhat you'll need to succeed:- Diploma Level 4 Qualified UK Financial Advisor- 2 years minimum experience as a Financial Advisor- Experience of advising clients on Investments and Pensions- Proven track record of success and achievements- Experience of managing client relationships- Able to manage and retain a client book- Able to further grow a client book- Hungry, driven and motivated individual – wanting to earn minimum £200,000Unique selling points:For selected individuals, the company will provide flights, accommodation, leads and a coordinator.Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of 2 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 investment advisory sales experience.#J-18808-Ljbffr

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