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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.
Reference : Financial Advisor Spain jobs

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Published at 13-01-2025
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