Offshore Financial Adviser

Job Details

Reference ID 239
Vacancy Location Spain and the Balearics
Job sector
Job type
Remuneration OTE of €70,000

Description

Opportunity
to be part of an established International Financial Advisory firm that is
recognised for their strong ethics and UK style approach to financial advice

The Company

Our
client is a professional, established IFA business that is authorised through
the FSC in Gibraltar and also has a successful UK business authorised under the
UK’s Financial Conduct Authority. They have opportunities for experienced
Financial Advisers based in Spain and the Balearics or for UK based advisers
with an international client bank. Our client company was featured in
International Adviser highlighting that the group stands out as a beacon of
quality in Spain’s Financial Services market where their advisers are Diploma
qualified, replicating a UK style approach to the Iberian market which is
unlike many of the unregulated advisers within this area.

Clients and business
opportunities

An
excellent opportunity for UK based Financial Advisors with international clients,
the company is able to offer a full range of UK and international products and
can passport it’s services throughout the EEA. You will work closely with the
ex-pat community including property transfer agents and local lawyers /
accountants for lead generation. The company will support you with marketing
initiatives, social media and sponsorships to acquire new investment clients. In
addition, the company has a Business Development Manager dedicated to
generating appointments for their Advisers, plus has built relationships with introducers
such as Sports Clubs to run events which regularly produce potential clients. You
will offer advice on investment planning and retirement planning using tax
compliant managed portfolios and insurance advice as required.

Requirements to be
considered

This
would suit UK Financial Advisors considering relocation to Spain, preferably to
an ex-pat region that you have an existing familiarity with.

Benefits

  • OTE of Circa €70,000 pa
  • Premier Jobs UK’s own Regional Recruitment Consultant based in La Manga
    is ideally placed to provide first-hand knowledge and experience to discuss
    your suitability for this role and help with property rentals / purchases etc.
  • There is a large expatriate population; therefore, this area is ripe
    for business expansion.
  • In addition to providing Independent Advice the group embrace Discretionary
    Fund Management and offer a range of tax complaint risk rated model portfolios
    that are unique in the Spanish market.
  • State of the art cloud based IT Point of Sale, plus pension transfer analysis
    through ‘SelectaPension’
  • An excellent commission structure is in place and there is also the
    opportunity to build a team to work around you as you develop your area
    further, thus building management commission into your remuneration package.

Locations

UK,
Spain and the Balearics

Hotspots
include – London, Marbella, La Manga, Costa Del Sol, Madrid, Barcelona,
Valencia, Alicante

Contact us:     Call us now on 0208 0044 154
to further discuss this position, or email us at [email protected] with your CV and details to
receive a call from one of our regional recruitment consultants. Alternatively,
press the ‘Apply Now’.

Liability and Disclaimer

The information contained in
our advert including any salary or on target earnings information are given in
good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that
it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty
in respect of such information and all such representations and warranties, whether
express or implied, are excluded. No liability is accepted by Premier Jobs UK
Ltd for any loss or damage which may arise out of any person relying on or
using any information within this advert.

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