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For Companies At a Glance
- Tasks: Advise clients on investments, pensions, tax planning, and mortgages.
- Company: A unique investment advisory firm focused on client trust and quality advice.
- Benefits: Full-time role with opportunities for growth in a dynamic environment.
- Why this job: Join a team that values your input and helps clients achieve their financial dreams.
- Qualifications: Financial qualifications (level 4 or equivalent) and experience in wealth management required.
- Other info: Ideal for those already in Spain or with a Spanish NIE card.
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, with the overarching aim 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.
Responsibilities
- Private Client Investments
- Pensions and Retirement Planning
- Tax Planning
- Mortgages
- Protection Arrangements
Qualifications & Requirements
Depending on clients' requirements you will be required to advise on such areas as listed above. You ideally should be located in Spain or have a Spanish NIE card and residence in Spain.
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.
Job Details
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
OFFSHORE INVESTMENT ADVISOR in London employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land OFFSHORE INVESTMENT ADVISOR in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors, especially those already in Spain. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Brush up on your interview skills! Practice common questions related to private client investments and tax planning. We recommend doing mock interviews with friends or using online resources to get comfortable.
✨Tip Number 3
Showcase your qualifications! Make sure you highlight your financial qualifications and any relevant experience during interviews. We want to see how you can bring value to the team right from the start.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace OFFSHORE INVESTMENT ADVISOR in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Offshore Investment Advisor role. Highlight your financial qualifications and relevant experience, especially in private client investments and tax planning. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our mission of providing trusted advice. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since great communication is key for this role, make sure your written application reflects that. Use clear, professional language and check for any typos or errors. We appreciate attention to detail, so let’s see your best work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we admire!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Stuff
Make sure you brush up on your financial qualifications and relevant regulations in Spain. Be ready to discuss how your knowledge applies to private client investments, pensions, and tax planning. This shows you're serious about the role and understand the industry.
✨Showcase Your Communication Skills
Since this role involves dealing with financially sophisticated clients, practice articulating complex financial concepts in simple terms. Prepare examples of how you've successfully communicated with clients in the past, highlighting your ability to build trust and rapport.
✨Demonstrate Your Solutions Orientation
Think of specific instances where you've creatively solved problems for clients or colleagues. This could be anything from developing a unique investment strategy to finding ways to optimise tax planning. Highlighting your imaginative approach will set you apart.
✨Be Organised and Methodical
Prepare a structured approach to your interview. Bring along a portfolio of your achievements, including any relevant metrics or results from your previous roles. This not only showcases your organisational skills but also gives tangible proof of your capabilities.
