Financial Advisor Spain

hace 2 horas

Málaga, Málaga, España Prestige Ifa Jobs A tiempo completo
Exciting Opportunity for Experienced Financial Advisors

An exceptional opportunity has become available for experienced UK financial advisors to make the move abroad and join Prestige Ifa Jobs in Spain.

About the Role

The role as a Financial Advisor is a commission-based position that includes an existing client bank, access to ongoing leads, lead generation support, and back-office support including paraplanning and admin support.

Key Responsibilities
  • 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
Requirements

To succeed in this role, you will need:

  • 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
What We Offer

For selected individuals, Prestige Ifa Jobs will provide flights, accommodation, leads, and a coordinator to support your success in this role.

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