INDEPENDENT FINANCIAL ADVISER SPAIN
Descripción de la oferta de empleo
They are a leading financial advisory firm based in the vibrant Costa del Sol, specializing in providing holistic financial advice to Expats living in the EU and Switzerland.
esponsibilities.
rovide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
onduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
ffer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
everage strong relationship-building skills to generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
tilize active listening and emotional intelligence to understand client needs and offer solutions that address both their financial and emotional concerns.
uild and maintain strong client relationships through persuasive, confident communication and ongoing support.
emonstrate persistence in following up with potential clients, overcoming objections, and closing sales.
tay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.
equirements.
roven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services.
trong knowledge of financial planning principles, investment products, and regulatory requirements.
ales-focused mindset with excellent communication, interpersonal, and analytical skills.
bility to work independently and remotely while maintaining high levels of productivity and professionalism.
oal-oriented with a drive to exceed client expectations and meet sales targets.
elevant certifications (e.
., CFP, CFA, Series 7) preferred.
luency in English; additional languages such as Spanish, German, or French are a plus.
enefits.
nlimited earning potential through a commission-only structure.
pportunities for professional development and career advancement within a dynamic and supportive environment.
ollaborative culture that values innovation, diversity, adaptability, and continuous learningPlease note.
This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management.
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 financial services sales aspirations.
agged as.
advisor, CII, CISI, DipFA, DipPFS, Europe, Financial Advisor, IFA, IFA Career, IFA Consultant, Independent Financial Advisor, International Wealth Manager, Investment Advisor Jobs, Marbella, Pensions, Spain, Wealth Advisor, Wealth Management Advisor, Wealth Manager
Detalles de la oferta
- Prestige IFA Jobs
- 09/12/2024
- 09/03/2025
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We teach you how to get extra online job padding in spain... eu and spain do not give work permits to non-eu, just a three-month tourist visa... only one year university and instituto cervantes accredited spanish language program students can work in spain and this is the canterbury english magic formula......
We teach you how to get extra online job padding in spain... eu and spain do not give work permits to non-eu, just a three-month tourist visa... only one year university and instituto cervantes accredited spanish language program students can work in spain and this is the canterbury english magic formula......
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