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
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.
UK, Spain and the Balearics
Hotspots include - London, Marbella, La Manga, Costa Del Sol, Madrid, Barcelona, Valencia, Alicante
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