Our client in Spain is an experienced international IFA company properly licensed for doing business in the EU.
The company has a reputable and established business and they are now looking for experienced financial advisers for their offices in Marbella.
• 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
• Competitive Commission Structure
• Incentive on Transferal of Existing Assets Under Management
• Salary/Retainer/Financial Support – (Structure Varies Region-to-Region)
Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. Work permits might also be an issue for non EU / UK passport holders, depending on your nationality. 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 product sales and team leading experience.