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- Tasks: Join a dynamic team as a Financial Advisor, advising clients on pensions and investments.
- Company: A rapidly growing international financial advisory firm with a global client base.
- Benefits: Work remotely, receive qualified leads, and enjoy generous commission splits.
- Why this job: Experience unlimited earning potential and full support in a thriving environment.
- Qualifications: Must hold UK or US financial qualifications and have prior advisory experience.
- Other info: Ideal for ambitious professionals seeking flexibility and autonomy in their work.
The predicted salary is between 36000 - 60000 ÂŁ per year.
- Competitive commission based role USD / Month
- Salary: Competitive commission based role
Our client, a rapidly growing international financial advisory firm, is seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments . Their current advisers are at full capacity, and theycan’t keep up with the number of enquiries they arereceiving —an exciting “problem” to have as a business!
This is a fantastic opportunity to join a thriving firm that provides full support, qualified leads, and a global client base.
What They’re Looking For:
- Qualifications: Candidates must hold UK or US financial qualifications , as these are the firm’s primary client demographics.
- Experience: Prior experience as a Financial Adviser or Paraplanner, with solid expertise in UK or US pensions and investments .
- Skills: Strong IT proficiency and organizational abilities are essential.
Role Highlights:
Self-Employed Position – Work remotely from anywhere in the world.
Global Client Base – Advise clients across multiple countries.
All Leads Provided – No need to source your own clients; all leads are inbound enquiries.
Meetings Booked for You – The firm’s team handles scheduling, allowing you to focus on delivering expert advice.
Full Administrative Support – A dedicated team assists with paperwork and client management.
Generous Commission Splits – Competitive, ongoing commission structures with excellent long-term earning potential.
Requirements:
- On-site in Spain: You must have an EU passport or residence and/or Spanish NIE card. For remote propositions, no Spanish ties or residence required.
- Demonstrated success in wealth management or financial advisory roles.
- Efficient time management skills with a capacity for autonomous work.
- Strong communication abilities enabling effective engagement with diverse individuals.
- High levels of ambition and a drive to achieve success.
- Proactive approach to performance, taking ownership of outcomes.
Our client operates as a fee-based, holistic advisory firm , ensuring that all financial advice is comprehensive, unbiased, and tailored to each client’s needs.
This is an ideal opportunity for financial professionals seeking flexibility, full support, and unlimited earning potential within a dynamic and fast-growing firm .
Interested? Apply today!
Please note: This position would typically suit UK qualified IFA candidates or those with USA financial services qualifications ie FINRA Series 7 and Series 65. 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 financial services sales aspirations.
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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 Financial Advisor Spain
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience with UK or US pensions and investments. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial advisory services, particularly those affecting UK and US markets. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in wealth management or financial advisory roles. Be ready to share specific examples of how you’ve helped clients achieve their financial goals, as this will showcase your expertise and results-driven approach.
✨Tip Number 4
Highlight your IT proficiency and organisational skills during any discussions. Since the role involves remote work and client management, demonstrating your ability to use technology effectively will set you apart from other candidates.
We think you need these skills to ace Financial Advisor Spain
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant financial qualifications and experience as a Financial Adviser or Paraplanner. Emphasise your expertise in UK or US pensions and investments, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory work. Mention your strong communication skills and ability to engage with diverse clients, as well as your proactive approach to achieving success.
Highlight IT Proficiency: Since strong IT proficiency is essential for this role, be sure to mention any relevant software or tools you are familiar with. This could include financial planning software or CRM systems that enhance client management.
Showcase Your Ambition: In your application, convey your ambition and drive to succeed in a commission-based role. Provide examples of how you've taken ownership of your performance in previous positions, demonstrating your suitability for a sales-driven environment.
How to prepare for a job interview at Prestige IFA Jobs
✨Showcase Your Qualifications
Make sure to highlight your UK or US financial qualifications during the interview. This is crucial as the firm primarily serves clients from these regions, and demonstrating your credentials will help establish your credibility.
✨Demonstrate Your Experience
Be prepared to discuss your previous roles as a Financial Adviser or Paraplanner. Share specific examples of your expertise in pensions and investments, as this will show that you have the necessary background to succeed in this position.
✨Emphasise Your Communication Skills
Since this role involves engaging with a diverse client base, it's important to showcase your strong communication abilities. Practice articulating your thoughts clearly and confidently, as effective communication is key to building trust with clients.
✨Exhibit Your Proactive Approach
The firm values candidates who take ownership of their performance. During the interview, share instances where you've taken initiative in your previous roles, demonstrating your ambition and drive to achieve success in a sales-driven environment.
