09 nov
|
Prestige Ifa Jobs
|
Orce
09 nov
Prestige Ifa Jobs
Orce
Prestige IFA Jobs specialises in connecting UK-qualified financial services professionals with international wealth management opportunities.
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Whether you are currently based in the United Kingdom, Europe, the Middle East, Asia or Latin America, this role provides exposure to international clients, cross-border financial planning and expatriate wealth management solutions.
Prestige IFA Jobs is delighted to be representing our client, an established international wealth management business, in the search for an experiencedPrivate Wealth Adviserto join its new office inMijas, near Málaga.
This is an excellent opportunity for an experienced adviser looking to develop and grow a client base within the international and expatriate market in Spain.
Why this briefOur client is looking for a commercially focused Private Wealth Adviser who enjoys bothclient acquisition and long-term relationship management.
The successful candidate will have the opportunity to build and develop their own client book, supported by a fully licensed, multi-jurisdictional platform together with centralised compliance, operations and paraplanning support.
This infrastructure allows advisers to focus on what matters most — building relationships, delivering quality financial advice and growing their business.
The role will involve working with internationally mobile clients who may have assets, income or family interests across multiple jurisdictions.
Success will be measured throughclient acquisition, retention,
recurring revenue growth and positive client outcomes.
Day-to-day accountabilities Building & Growing a Client BaseDevelop and grow your own client book through referrals, professional networks, events and proactive business development
Identify and convert prospective clients into long-term advisory relationships
Build, retain and deepen client relationships through high-quality advice and service
Generate your own new business opportunities, supported by our client's established brand, network, marketing activity and professional introducer relationships
Develop long-term relationships within the international and expatriate community
Client Advice & Financial PlanningProvide holistic financial advice across investments, pensions, protection, tax and estate planning
Advise internationally mobile clients with assets, income or family connections across multiple jurisdictions
Develop appropriate financial planning strategies based on individual client circumstances and objectives
Conduct regular client reviews and adapt financial plans as goals, circumstances and market conditions change
Maintain a high standard of client service and professional advice
Who the client is looking for Experience & QualificationsLevel 4 qualification in Financial Advice or equivalent
Previous experience as a practising Financial Adviser
Proven experience building and managing a client book
Skills & AttributesStrong commercial mindset with a clear focus on growth and client acquisition
Excellent communication and relationship-building skills
Confidence advising internationally mobile and high-earning clients
Ability to work autonomously while making effective use of central support teams
High standards of professionalism, organisation and follow-through
A genuine interest in building long-term client relationships
DesirablePrevious experience advising expatriate or international clients
Additional financial services licences or willingness to obtain further regulatory permissions
Multilingual capabilities
Existing professional networks within Spain or the wider expatriate market
Package and supportOpportunity to join an established international wealth management business
Based in La Cala de Mijas, near Málaga
Hybrid working environment
Access to a fully licensed, multi-jurisdictional advisory platform
Centralised compliance, operations and paraplanning support
Wealth management technology designed to reduce administration and maximise adviser time with clients
Support from an established international network, marketing function and professional introducers
The opportunity to build and grow your own client book
Exposure to an established international and expatriate client market
Competitive remuneration designed to reward advisers who build, retain and grow successful client relations
📌 Financial Advisor (Orce)
🏢 Prestige Ifa Jobs
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