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- Tasks: Advise clients on investments, pensions, tax planning, and mortgages while delivering trusted financial advice.
- Company: Join a unique firm dedicated to providing high-quality, client-focused investment advice.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a team that values creativity and client relationships in a rewarding sales-driven role.
- Qualifications: Must have or be pursuing relevant financial qualifications, ideally level 4 or equivalent.
- Other info: Ideal candidates are based in Spain or hold a Spanish NIE card; two years of wealth management experience required.
The predicted salary is between 36000 - 60000 £ per year.
My client wants to be a small part of your bigger plans. They pride themselves on being truly different, their overarching aim is to give high quality, trusted advice that’s in the very best interests of their clients and to be trusted to deliver just that.
Any successful candidate will need to have achieved (or be working towards in a Trainee role) financial qualifications relevant to the jurisdiction they work in, ideally level 4 qualifications or Diploma equivalent to comply with our UK industry benchmark.
You need to ideally be in Spain already, or have a Spanish NIE card and residence in Spain. Depending on clients’ requirements you will be required to advise on such areas as:
- Private Client Investments
- Pensions and Retirement Planning
- Tax Planning
- Mortgages
- Protection Arrangements
Other required skills:
- Solutions orientated – imaginative
- Highly organised, methodical, analytical, disciplined
- Ability to work autonomously whilst still being a key member of a team
- Great communication skills – written and oral
- Strong client focus, with the ability to transact with financially sophisticated clients and products
- Good IT skills including strong working knowledge of Excel
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. Work permits might also be an issue for non EU / UK passport holders, depending on your nationality. A minimum of two 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 experience as laid out above.
Offshore Investment Advisor employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Offshore Investment Advisor
✨Tip Number 1
Make sure you network with professionals in the wealth management sector, especially those who are already working in Spain. Attend industry events or join online forums to connect with potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific financial regulations and investment products relevant to expatriates in Spain. This knowledge will not only boost your confidence but also demonstrate your commitment to understanding the unique needs of your future clients.
✨Tip Number 3
Brush up on your communication skills, particularly in how to explain complex financial concepts in simple terms. Practising this will prepare you for client interactions and show that you can effectively engage with financially sophisticated clients.
✨Tip Number 4
Consider obtaining any additional qualifications that may enhance your profile, such as certifications from CISI or CII. This will not only meet the job requirements but also set you apart from other candidates who may not have pursued further education.
We think you need these skills to ace Offshore Investment Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and client-facing roles. Emphasise any financial qualifications you have, especially if they align with the level 4 qualifications mentioned in the job description.
Craft a Compelling Cover Letter: In your cover letter, express your passion for providing high-quality, trusted advice. Mention your understanding of the specific needs of EU and UK expatriates, and how your skills can meet those needs.
Showcase Relevant Skills: Highlight your organisational, analytical, and communication skills in both your CV and cover letter. Provide examples of how you've successfully worked autonomously while being part of a team.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the investment advisory field.
How to prepare for a job interview at Prestige IFA Jobs
✨Showcase Your Qualifications
Make sure to highlight your financial qualifications, especially if you have level 4 qualifications or a Diploma equivalent. Be prepared to discuss how your education aligns with the requirements of the role and how it has equipped you to provide high-quality advice.
✨Demonstrate Client-Focused Solutions
Prepare examples of how you've successfully provided solutions for clients in the past. This role is all about being solutions-oriented, so think of specific instances where your imaginative approach made a difference for a client.
✨Emphasise Communication Skills
Since this position involves dealing with financially sophisticated clients, practice articulating complex financial concepts in a clear and concise manner. Be ready to showcase your written and oral communication skills during the interview.
✨Highlight Your Organisational Skills
Being highly organised and methodical is crucial for this role. Prepare to discuss how you manage your time and tasks effectively, especially when working autonomously while still being part of a team.
