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- Tasks: Provide financial planning and wealth management services to clients in Spain.
- Company: International Financial Advisor Jobs, a leading firm in the finance sector.
- Benefits: Earn over £200k with provided client bank, leads, and support.
- Why this job: Make a real impact while living in beautiful Spain and growing your career.
- Qualifications: Diploma Level 4 Qualified Financial Advisor with at least 2 years of experience.
- Other info: Exciting opportunity for driven individuals looking to thrive in a client-facing role.
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Job Description
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.
Job Description
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 Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 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
- Diploma Level 4 Qualified UK Financial Advisor
- 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
Unique Selling Points
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.
Tagged as: DipFA, DipPFS, Finance Jobs, FInancial Adviser Careers, Financial Advisor, IFA Consultant, International Financial Advisor, International IFA, International Wealth Manager, investments, Offshore IFA, QROPS, Spain, Wealth Manager
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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FINANCIAL ADVISOR SPAIN employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL ADVISOR SPAIN
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. The more connections you make, the better your chances of landing that Financial Advisor role.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your experience and successes. Share specific examples of how you've helped clients achieve their financial goals. This will show them you're the real deal and ready to hit the ground running!
✨Follow Up
After any meeting or interview, don’t forget to follow up! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism.
✨Apply Through Our Website
We’ve got loads of opportunities waiting for you! Make sure to apply through our website for the best chance at landing that Financial Advisor position. We’re here to support you every step of the way!
We think you need these skills to ace FINANCIAL ADVISOR SPAIN
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your Diploma Level 4 qualification and relevant experience in wealth management. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advising and why you're excited about the opportunity in Spain. Let us know how you can contribute to our team and help clients achieve their financial goals.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you've successfully managed client relationships or generated new business. We love to see numbers that demonstrate your success!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments and pensions. Be ready to discuss your previous experiences and how they relate to the role. This will show that you're not just qualified, but also passionate about what you do.
✨Showcase Your Client Management Skills
Since this role is all about building and maintaining client relationships, prepare examples of how you've successfully managed client portfolios in the past. Highlight any strategies you've used to retain clients and grow your book, as this will resonate well with the interviewers.
✨Demonstrate Your Drive
This position is for a motivated individual who wants to earn big. Be prepared to talk about your goals and what drives you in your career. Share specific instances where you've gone above and beyond to achieve targets or secure new business.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with questions that show your interest in the company and the role. Ask about their approach to client acquisition or how they support their advisors in achieving their targets. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
