Wealth Manager - Spain

As a leading organization in their sector with offices in the UK and across the globe, our Client have developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe.

As a Financial Planner in Europe, you will be working alongside the Director of the European business. Working in a face-to-face capacity with European-wide clients, you will be advising clients on medium to longer term financial objectives.

You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skill & Experience

A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.

Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.

Transferable AUM and Active Client Base

A pro-active and entrepreneurial attitude that has led to the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.

At least 1 year experience as a Financial Planner.

Why Join Us?

Strong regulatory background in multiple jurisdictions

Global Presence

Full training and support including funding of external CII, CISI and LIBF qualifications

Industry leading investment proposition

Support with lead generation via business development, research, and marketing teams

Full paraplanning and admin support

Flexible working and infrastructure.

Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space.

With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.

Regulation

The most important USP for our client is their strong regulatory background, that has been with us since inception.

They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.

Compliance

Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.

Operational Support

Their advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.

Business Development

Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK based marketing team, who create brochures, sales aids, advertising campaigns and much more.

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