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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 goals.
- Qualifications: Financial qualifications or working towards them; experience in wealth management preferred.
- Other info: Ideal for those already in Spain or with a Spanish NIE card.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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
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.
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
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OFFSHORE INVESTMENT ADVISOR 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
✨Tip Number 1
Network like a pro! Reach out to professionals in the finance and investment sector, especially those already in Spain. Attend local meetups or online webinars to make connections that could lead to job opportunities.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies showcasing your financial qualifications and past successes. This will help you stand out during interviews and demonstrate your expertise to potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. Focus on articulating your client-focused approach and how you can add value to their investment strategies.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities tailored for candidates like you. Keep an eye on our listings and submit your application directly for the best chance at landing that offshore investment advisor role.
We think you need these skills to ace OFFSHORE INVESTMENT ADVISOR
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 pensions. 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 impactful – 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. Be ready to discuss how your knowledge applies to private client investments, pensions, and tax planning. This shows you're not just qualified but also genuinely interested in the role.
✨Showcase Your Client Focus
Prepare examples of how you've successfully interacted with clients in the past. Highlight your ability to understand their needs and provide tailored solutions. This is crucial since the role is client-facing and requires a strong focus on delivering value.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your time and tasks effectively. Use specific examples to illustrate your methodical approach and how it has helped you meet targets or deadlines in previous roles.
✨Practice Your Communication
Since great communication skills are essential, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or using online resources to refine your verbal and written communication skills.
