Financial Coordinators wanted

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Our client is an experienced British owned IFA company. The company has an incredible business in the Middle East, Spain and Switzerland and is looking for experienced client relationship mangers (also called BDM’s or coordinators) for their offices in Marbella, Spain…or to be based remotely anywhere ideally in Europe, or South Africa, although elsewhere within a reasonable time difference to Europe can be considered for experienced and accomplished applicants.

These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.

Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.

You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.


  • Assess client’s overall financial picture, understand their needs to develop a solid financial plan
  • Promote our client’s products and services portfolio
  • Strengthen relationships with our client’s customers


  • For in-office work in Spain, this role would best suit those with EU passports or those with UK passports already working for offshore financial planning firms in the region.
  • Previous experience in a Business Development Manager role
  • Skilled in using Microsoft Office Suite
  • Excellent communication and people skills
  • Well developed negotiation skills
  • Customer support experience
  • Excellent time management and planning skills
  • You are currently in a telesales or client-facing role: 1 year’s experience
  • You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
  • You speak in a clear English accent with preferably no other discernible accent
  • You are highly organized
  • Ability to make high volume of phone calls to prospects.
  • Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
  • Be very motivated with a can-do attitude
  • Have lots of energy
  • Be very friendly with a vivacious, outgoing personality
  • Have a flawless work ethic
  • Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role


  • Salary: 1600 Euros + 10% of commission issued.

Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.


  • This role will also give you the opportunity to train to be a financial consultant should you wish to do so with the full support of the company.
  • Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds
  • Aggressive expansion plans through Europe, giving strong career development prospects
  • No office costs
  • Clients rate the IFA company 9 out 10 stars on TrustPilot


Candidates with existing experience in financial telesales experience (1+ year’s experience) will be preferred for this role.

Please note: This position would typically suit experienced offshore BDM candidates as most of the consumers served by my client are typical EU and UK expatriates.  This position is NOT for someone from the accounting / auditing or financial management profession. This is a tele-sales and targets driven profession. Please only apply if you have the required financial services telesales experience.

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