UK Pensions Financial Advisor Spain
May 1, 2025
Skills
Business Development • Estate Law • Sales Experience • Trusts • Wealth Management • Financial Services • Investment Experience • Military Experience • Securities Law • Customer relationship management • Financial Planning • Wills
The Role
Business Development • Estate Law • Sales Experience • Trusts • Wealth Management • Financial Services • Investment Experience • Military Experience • Securities Law • Customer relationship management • Financial Planning • Wills
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 clients 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 industrys 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.
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 clients 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 industrys 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.
