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Financial Advisor Spain
View: 210
Update day: 14-02-2024
Location: Málaga city Málaga
Category: Finance / Bank / Stock Sales
Industry: Insurance Financial Services Investment Management
Position: Mid-Senior level
Job type: Full-time
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Job content
Company DescriptionOur wealth management client is looking for Financial advisors to be based in Marbella, Spain.
Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they require a number of independent investment advisors to be based in Spain.
Our client always seeks to recruit the highest performing individuals to act on behalf of their clients. Their office is a friendly, busy and motivational place to work. For all roles, they provide regional Medical Plans and competitive salaries. They place great emphasis on professional development and career progression. If you are committed, talented and positive, you are sure to receive recognition.
Job Description
- This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates
- Proven working experience as a Financial adviser
- Excellent in communication and client-relationship skills
- Develop, lead and manage the sales organization to advise on financial products and solutions.
- Provide the vision, inspiration and leadership necessary to drive commercial success
- Organizational and will have time management skills
- Will have the capability to build rapport with people from multiple nationalities, jobs and industries
- Will have the capacity to adapt to a fast-paced environment
- Focused approach to build business
- Provide strategic advice across a variety of financial products and services
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Keep abreast of new industry’s trends and research market to back up financial consulting=
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Have a genuine passion for client satisfaction
- Have at least 5 years experience as an IFA, in Bancassurance or as part of a private practice
- Comply with UK FCA-level standards
- Are a self-starter as well as a team player
- Can demonstrate a comprehensive record of client satisfaction
- Can demonstrate a commitment to unimpeachable integrity
This position would typically suit experienced and CISI / CII level 4 qualified UK investment advisory candidates
Additional Information
In Return, My Client Offers
- Qualified leads : Their ongoing back-office investment in this area is second-to-none
- Industry-leading remuneration. This is not an empty promise – just speak to their existing IFAs
- Full financial support for additional qualifications up to Level 6 Chartered status (or equivalent)
- Positive and flexible support in the areas of sponsorship, accommodation and office facilities
If you feel you meet these criteria, then please get in touch with your CV.
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 5 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.
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Deadline: 30-03-2024
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