Independent Financial Adviser

My client is a leading provider of international tax planning and cross border wealth management advice to the expatriate community in Spain. Affiliated to Gibraltar’s oldest legal practice ISOLAS 1892 they have a reputation for delivering innovative financial solutions whilst maintaining traditional values.

Due to continued expansion a vacancy has arisen for an Independent Financial Adviser based in their Gibraltar office serving both local clients and expatriates in and around Costa del Sol.

Requirements

• Proactively seek out and nurture new prospects, clients and professional intermediaries.

• Respond to and follow up sales enquiries by, telephone, email and personal visits.

• Build profitable relationships with prospects and clients by understanding their financial needs and providing appropriate solutions.

• At all times provide ethical and best advice following procedures set out in advisers’ manual.

• Ensure all sales and regulatory data is accurately recorded and presented in a timely manner.

• Prepare recommendation letters client and intermediary correspondence in line with four eyes principle.

• Provide regular portfolio performance & financial reviews for own clients.

• Provide support and participate in marketing activities such as golf days, exhibitions and seminars.

• Liaise and attend meetings with other company functions necessary to perform duties and aid business and organisational development.

• Attend training meetings and courses where required to develop relevant knowledge and skills.

• Provide cover or help to other team members as and when necessary.

• Hold qualifications in the financial or insurance industries.

• Competent in spoken and written English

• Capable of sourcing suitable clients in the market place.

• Attention to detail

• Organizational and multitasking abilities

• Excellent verbal and written communication skills

• Reliability and strong work ethics

• Ability to solve problems

Benefits

• Where they differ from most of our competitors is that they are a values driven wealth management business with a strong culture of ethics deeply embedded in the company and an unwavering belief that they should serve clients based on the mantra of integrity, exceptional service and quality of financial advice.

• Base salary + commission for the right candidate

• Excellent back office support

• Defined career path