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UK Pensions Financial Advisor Spain

Company:
Prestige IFA Jobs
Location:
London, Greater London, United Kingdom
Posted:
April 28, 2024
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Description:

Our client is an experienced international IFA company properly licensed for doing business in the EU.

The company has an incredible and established business in Qatar with ongoing expansion in the EU. They are now looking for experienced UK financial advisers for their offices in Marbella Spain.

REQUIREMENTS :

* 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

RESPONSIBILITIES:

* 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

ADVISER PACKAGE:

* Competitive Commission Structure, up to 5.5% on lump sum business.

* Incentive on Transferal of Existing Assets Under Management

* Salary/Retainer/Financial Support – (Structure Varies Region-to-Region)

* The company will take are of Working Visa Requirements for suitable candidates

UNIQUE SELLING POINTS:

* Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds

* Aggressive expansion plans through the middle east and Europe, giving strong career development prospects

* No office costs

* Clients rate the IFA company 9 out 10 stars on TrustPilot

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. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.

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