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- Tasks: Provide top-notch financial advice and build client relationships in beautiful European locations.
- Company: Join Blevins Franks, a leading wealth management firm with over 50 years of experience.
- Benefits: Enjoy the perks of working in stunning locations like France, Spain, Cyprus, and Malta.
- Why this job: Make a real impact on clients' lives while enjoying a vibrant work culture and growth opportunities.
- Qualifications: Must have a Level 4 diploma; Level 6 Chartered status is preferred.
- Other info: This is a full-time role with a focus on sales and client retention.
The predicted salary is between 28800 - 48000 £ per year.
Overview
We are looking to hire an experienced Financial Advisers to work from our office in France, Southern Spain, Cyprus and Malta. Blevins Franks is a leading cross-border wealth management company, proudly advising and managing the financial affairs of our valued clients for over 50 years.
Key Objectives
To provide consistent service to clients through regular contact. Aim to attract additional investments and encourage new referrals. Bring in new clients to Blevins Franks, from marketing enquiries and the Central Enquiry Team.
Responsibilities
- Planning, prioritising and organising work effectively.
- Managing yourself, resources, and time to reach a specific goal.
- Identifying sales opportunities from existing clients and new enquiries and converting these into new fee-based reports and additional AUM.
Self-management and Core Competencies
- Self-awareness, clearly identifying your skills, experience, knowledge and other personal attributes, and conveying these effectively to others.
- Displaying confidence and resilience.
- Commitment to accountability and integrity.
- Organisational awareness: understanding the company and your role within it, and how your actions affect the wider business.
- Client focus: identifying, understanding and meeting the needs of clients; ability to work effectively with others; respecting the contributions of others.
- Communication: expressing ideas effectively, verbally and in writing, adjusting language as appropriate; developing strategies to influence and persuade others to gain acceptance and commitment.
- Innovation and change: recognising the need for change and creating ideas to achieve the company’s goals.
- Performance-focused: delivering high-quality service in a timely manner.
Experience and Qualifications
ESSENTIAL
Strong sales skills to win and retain clients.
Competency
- Demonstrable ability to use and adopt the digital devices, services and systems provided by the organisation.
- Industry qualifications commensurate with the role. Level 4 diploma as a minimum entry level and ideally Level 6 Chartered status.
DESIRABLE
The ideal candidate will have experience in the Private Client Manager role or similar in the financial markets; knowledge of products and tax structures; proven track record of selling and winning new clients from new enquiries.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Investment Management
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Financial Advisor (Relocate to Europe) employer: Blevins Franks
Contact Detail:
Blevins Franks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Relocate to Europe)
✨Tip Number 1
Familiarise yourself with the financial regulations and market conditions in the specific European countries where Blevins Franks operates. This knowledge will not only help you during interviews but also demonstrate your commitment to understanding the local context.
✨Tip Number 2
Network with professionals already working in the financial advisory sector in Europe. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss your sales achievements in detail. Be ready to share specific examples of how you've successfully attracted and retained clients, as this is a key focus for the role at Blevins Franks.
✨Tip Number 4
Showcase your adaptability and willingness to embrace change. Blevins Franks values innovation, so be prepared to discuss how you've responded positively to changes in your previous roles and how you can contribute to their goals.
We think you need these skills to ace Financial Advisor (Relocate to Europe)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial advising, particularly any sales achievements and client management skills. Emphasise your Level 4 diploma and any additional qualifications, such as Level 6 Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention specific examples of how you've successfully attracted new clients or managed existing ones, demonstrating your sales skills.
Showcase Your Communication Skills: Since communication is key in this role, ensure your application reflects your ability to express ideas clearly. Use concise language and structure your application well to make it easy for the hiring team to read.
Highlight Client Focus: In your application, illustrate your commitment to client service. Provide examples of how you've prioritised client needs in previous roles and how you plan to maintain strong relationships with clients at Blevins Franks.
How to prepare for a job interview at Blevins Franks
✨Showcase Your Sales Skills
As a Financial Advisor, your ability to win and retain clients is crucial. Prepare specific examples of how you've successfully identified sales opportunities and converted them into new business. Highlight your track record in client retention and attracting new investments.
✨Demonstrate Industry Knowledge
Familiarise yourself with the financial products and tax structures relevant to the role. Be ready to discuss how your qualifications, such as your Level 4 diploma or Level 6 Chartered status, have equipped you to provide high-quality service to clients.
✨Emphasise Client Focus
Blevins Franks values a strong client focus. Prepare to discuss how you've prioritised client needs in previous roles and how you plan to maintain regular contact with clients to ensure their satisfaction and loyalty.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your ideas clearly and confidently, both verbally and in writing. Be prepared to adjust your communication style based on the audience, demonstrating your adaptability.
