Private Wealth Trainee Associate

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.

**THE ROLE**:

- Learning the foundations of Wealth Management
- Researching and prospecting potential clients
- Making outbound calls/social media contact to potential clients.
- Attending client meetings and company events alongside your Advisor to learn the industry from the inside out. Assisting your Advisor in all aspects of their role.
- Take part in training sessions with your Manager and Technical Training Team along with Institutional training to continue your personal development. Using PCC’s bespoke internal learning library, you will have access to a full range of educational tools for the skills required to become a fully qualified and competent Wealth Advisor.
- Study for RO exams, industry recognised qualifications to become a fully qualified and competent Wealth Advisor.

**PERSONAL TRAITS**

Communication and negotiation skills - Experience in customer facing roles Proficient with Microsoft Office Suite or related software. Strong analytical and problem-solving skills. - Excellent time management skills with a proven ability to meet deadlines. Strong work ethic, a willingness to offer more than is requested.

**PERSONAL DEVELOPMENT**

**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

**RESPONSIBILITIES- SUMMARY**
- Research industry and market dynamics
- Diary organization and planning
- Participate in writing financial reports
- Generate new business opportunities
- Monitor and manage data and systems
- Work with your consultant to deliver high quality and effective advice
- Assist in financial planning efforts

**MINIMUM REQUIREMENTS**: