08 oct
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Blacktower Financial Management Group
|
España
08 oct
Blacktower Financial Management Group
España
Company Description Blacktower Financial Management Group is a people-focused financial services firm that supports clients through key life decisions and long-term planning. The organization is committed to safeguarding the future clients work for, helping them reach their goals with informed, tailored financial advice. From its founder and leadership team to its advisers, Blacktower emphasizes client-first service, expertise, and clear guidance. The firm provides knowledge and tools so clients can make confident, well-informed choices about their finances. For licensing and regulatory information, candidates can refer to https://www.blacktowerfm.com/.
Role Description Level 4 IFA role is based in the Costa Blanca and focuses on delivering regulated financial advice to a diverse client base. Day-to-day responsibilities include meeting clients in person or via video call assessing their financial circumstances and objectives, and recommending suitable investment, pension, protection, and wealth management solutions. The role involves preparing and presenting advice reports,
conducting regular portfolio reviews, and ensuring ongoing suitability and compliance with regulatory standards. The adviser will collaborate with internal support teams, maintain accurate client records, and stay up to date with market developments and product changes. The position requires proactive business development, networking, and relationship management to grow and retain a robust client portfolio.
Qualifications
• Recognized Level 4 qualification in financial advice or equivalent, with current authorization to provide regulated financial planning services.
• Demonstrated experience as an Independent Financial Adviser, including client-facing advisory work in investments and pensions
• Strong knowledge of financial products, regulatory requirements, suitability standards, and compliance procedures.
• Excellent client relationship skills, including clear communication, active listening, a
📌 Level 4 IFA (España)
🏢 Blacktower Financial Management Group
📍 España