Financial Advisor Spain

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Job description

An exciting opportunity has become available for an experienced UK financial advisor to make the move abroad. On target earnings in excess of £200k, as evidenced by existing advisors.

The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team in Spain, offering Financial Planning and Wealth Management services to clients around the world.

The role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.

The role

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience.

  • Commission base role
  • Existing client bank provided
  • Access to new leads and clients
  • 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
  • Market leading IT system

What you’ll need to succeed:

  • 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
  • Hungry, driven and motivated individual – wanting to earn minimum £200,000

Unique selling points:

For selected individuals, the company will provide flights, accommodation, leads and a coordinator.

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 2 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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