Expert Financial Advisor for Expats in Spain

hace 4 semanas


Marbella, Málaga, España Prestige Ifa Jobs A tiempo completo

Job Description:

Prestige Ifa Jobs is seeking an experienced and dedicated Independent Financial Advisor to join our team in Spain. As a key member of our financial advisory firm, you will be responsible for providing expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.

Responsibilities:

  • Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
  • Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
  • Leverage strong relationship-building skills to generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
  • Utilize active listening and emotional intelligence to understand client needs and offer solutions that address both their financial and emotional concerns.
  • Build and maintain strong client relationships through persuasive, confident communication and ongoing support.
  • Demonstrate persistence in following up with potential clients, overcoming objections, and closing sales.
  • Stay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.

Requirements:

  • Proven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services.
  • Strong knowledge of financial planning principles, investment products, and regulatory requirements.
  • Sales-focused mindset with excellent communication, interpersonal, and analytical skills.
  • Ability to work independently and remotely while maintaining high levels of productivity and professionalism.
  • Goal-oriented with a drive to exceed client expectations and meet sales targets.
  • Relevant certifications (e.g., CFP, CFA, Series 7) preferred.
  • Fluency in English; additional languages such as Spanish, German, or French are a plus.

Benefits:

  • Unlimited earning potential through a commission-only structure.
  • Opportunities for professional development and career advancement within a dynamic and supportive environment.
  • Collaborative culture that values innovation, diversity, adaptability, and continuous learning.

Please note:

This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management.

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 financial services sales aspirations.



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