Financial Coordinators Wanted

Our client is an experienced British owned IFA company. The company has an incredible business Europe and is looking for experienced client relationship mangers (also called BDM’s or coordinators) for their offices in Mijas Costa de Sol, Spain.

These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.

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.

**RESPONSIBILITIES**:

- Assess client’s overall financial picture, understand their needs to develop a solid financial plan
- Promote our client’s products and services portfolio
- Strengthen relationships with our client’s customers

**REQUIREMENTS**:

- This role would best suit those with EU passports or those with UK passports and NIE number already working for offshore financial planning firms in the region.
- Previous experience in a Business Development Manager role
- Skilled in using Microsoft Office Suite
- Excellent communication and people skills
- Well developed negotiation skills
- Customer support experience
- Excellent time management and planning skills
- You are currently in a telesales or client-facing role: 1 year’s experience
- You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
- You speak in a clear English accent with preferably no other discernible accent
- You are highly organized
- Ability to make high volume of phone calls to prospects.
- Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
- Be very motivated with a can-do attitude
- Have lots of energy
- Be very friendly with a vivacious, outgoing personality
- Have a flawless work ethic
- Have a proven ability to excel beyond targets and deadlines - which is essential to becoming successful in this role

**INCENTIVES**:
Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.

**UNIQUE SELLING POINTS**
- This role will also give you the opportunity to train to be a financial consultant should you wish to do so with the full support of the company.
- Aggressive expansion plans through Europe, giving strong career development prospects
- No office costs

**MINIMUM REQUIREMENTS**: