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 a Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with a minimum of 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:
* 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
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.
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