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- Tasks: Advise clients on financial products and develop tailored financial plans.
- Company: Join a leading international IFA company expanding in the EU from a strong base in Qatar.
- Benefits: Enjoy competitive commissions, salary support, and assistance with working visa requirements.
- Why this job: Be part of an exciting growth journey with a top-rated company and strong career prospects.
- Qualifications: Ideal for experienced UK financial advisors or those advising UK/EU expatriates.
- Other info: No office costs and a client satisfaction rating of 9/10 on TrustPilot.
The predicted salary is between 36000 - 60000 £ per year.
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 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 time management skills.
- Capability to build rapport with people from multiple nationalities, jobs, and industries.
- 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 profitable and secure financial decisions.
- Keep abreast of new industry trends and research the 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 care of Working Visa Requirements for suitable candidates.
UNIQUE SELLING POINTS:
- Exclusive partnership in the Middle East with a leading UK fund manager with an 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 of 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.
UK Pensions Financial Advisor Spain employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UK Pensions Financial Advisor Spain
✨Tip Number 1
Network with other financial advisors who have experience in the UK and EU markets. Attend industry events or webinars to connect with professionals who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the specific financial products and services that are popular among UK expatriates. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the needs of potential clients.
✨Tip Number 3
Showcase your communication and client-relationship skills during any interactions with the company. Practice articulating your past experiences where you've successfully built rapport with clients from diverse backgrounds.
✨Tip Number 4
Research the company’s expansion plans and their unique selling points. Being knowledgeable about their business strategy will allow you to tailor your discussions and show how you can contribute to their growth in the EU market.
We think you need these skills to ace UK Pensions Financial Advisor Spain
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly with UK and EU expatriates. Emphasise your communication skills and any relevant qualifications like CISI or CII.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your ability to build rapport with clients from diverse backgrounds. Mention specific examples of how you've successfully managed client relationships in the past.
Showcase Relevant Experience: Detail your proven working experience in financial advising, focusing on your ability to develop financial plans and guide clients towards profitable decisions. Use metrics where possible to demonstrate your success.
Research the Company: Familiarise yourself with the company's operations in Qatar and their expansion into the EU. Understanding their unique selling points will help you align your application with their goals and values.
How to prepare for a job interview at Prestige IFA Jobs
✨Showcase Your Experience
Make sure to highlight your previous experience as a financial adviser, especially if you've worked with UK or EU expatriates. Be prepared to discuss specific cases where you successfully guided clients towards profitable financial decisions.
✨Demonstrate Communication Skills
Since excellent communication and client-relationship skills are crucial for this role, practice articulating your thoughts clearly. Use examples from your past roles to illustrate how you've built rapport with clients from diverse backgrounds.
✨Stay Updated on Industry Trends
Research current trends in the financial advisory sector, particularly those affecting expatriates. Being knowledgeable about market changes will show your commitment to providing informed advice and will impress your interviewers.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of situations where you had to adapt quickly to changes or challenges in a fast-paced environment, and be ready to explain how you handled them.
