Competitive commission based role USD / Month Salary: Competitive commission based role Our client, a rapidly growing international financial advisory firm, is seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments . Their current advisers are at full capacity, and theycan't keep up with the number of enquiries they arereceiving -an exciting "problem" to have as a business! This is a fantastic opportunity to join a thriving firm that provides full support, qualified leads, and a global client base. What They're Looking For: Qualifications: Candidates must hold UK or US financial qualifications , as these are the firm's primary client demographics. Experience: Prior experience as a Financial Adviser or Paraplanner, with solid expertise in UK or US pensions and investments . Skills: Strong IT proficiency and organizational abilities are essential. Role Highlights: Self-Employed Position - Work remotely from anywhere in the world. Global Client Base - Advise clients across multiple countries. All Leads Provided - No need to source your own clients; all leads are inbound enquiries. Meetings Booked for You - The firm's team handles scheduling, allowing you to focus on delivering expert advice. Full Administrative Support - A dedicated team assists with paperwork and client management. Generous Commission Splits - Competitive, ongoing commission structures with excellent long-term earning potential. Requirements: On-site in Spain: You must have an EU passport or residence and/or Spanish NIE card. For remote propositions, no Spanish ties or residence required. Demonstrated success in wealth management or financial advisory roles. Efficient time management skills with a capacity for autonomous work. Strong communication abilities enabling effective engagement with diverse individuals. High levels of ambition and a drive to achieve success. Proactive approach to performance, taking ownership of outcomes. Our client operates as a fee-based, holistic advisory firm , ensuring that all financial advice is comprehensive, unbiased, and tailored to each client's needs. This is an ideal opportunity for financial professionals seeking flexibility, full support, and unlimited earning potential within a dynamic and fast-growing firm . Interested? Apply today! Please note: This position would typically suit UK qualified IFA candidates or those with USA financial services qualifications ie FINRA Series 7 and Series 65. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
Jul 05, 2025
Full time
Competitive commission based role USD / Month Salary: Competitive commission based role Our client, a rapidly growing international financial advisory firm, is seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments . Their current advisers are at full capacity, and theycan't keep up with the number of enquiries they arereceiving -an exciting "problem" to have as a business! This is a fantastic opportunity to join a thriving firm that provides full support, qualified leads, and a global client base. What They're Looking For: Qualifications: Candidates must hold UK or US financial qualifications , as these are the firm's primary client demographics. Experience: Prior experience as a Financial Adviser or Paraplanner, with solid expertise in UK or US pensions and investments . Skills: Strong IT proficiency and organizational abilities are essential. Role Highlights: Self-Employed Position - Work remotely from anywhere in the world. Global Client Base - Advise clients across multiple countries. All Leads Provided - No need to source your own clients; all leads are inbound enquiries. Meetings Booked for You - The firm's team handles scheduling, allowing you to focus on delivering expert advice. Full Administrative Support - A dedicated team assists with paperwork and client management. Generous Commission Splits - Competitive, ongoing commission structures with excellent long-term earning potential. Requirements: On-site in Spain: You must have an EU passport or residence and/or Spanish NIE card. For remote propositions, no Spanish ties or residence required. Demonstrated success in wealth management or financial advisory roles. Efficient time management skills with a capacity for autonomous work. Strong communication abilities enabling effective engagement with diverse individuals. High levels of ambition and a drive to achieve success. Proactive approach to performance, taking ownership of outcomes. Our client operates as a fee-based, holistic advisory firm , ensuring that all financial advice is comprehensive, unbiased, and tailored to each client's needs. This is an ideal opportunity for financial professionals seeking flexibility, full support, and unlimited earning potential within a dynamic and fast-growing firm . Interested? Apply today! Please note: This position would typically suit UK qualified IFA candidates or those with USA financial services qualifications ie FINRA Series 7 and Series 65. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
As a leading organisation in their sector with offices based across the globe, my client have developed a unique advice proposition which has led to a significant increase in client demand. As a Financial Planner in the Europe team, you will work primarily in an online video conferencing capacity with clients across a number of regions outside of the company network of offices. This excludes the UK, Switzerland, UAE and USA, but is open to Europe, parts of the Middle East, Asia, Africa and South America. Team is growing out of London and Switzerland with planned office presence in many key expat hubs in Europe moving forwards. The team will work with clients remotely with the assistance of literature, digital tools and subscriptions, private meeting rooms and a laptop provided from the company. Consumers will have typically made contact with via my client's inbound marketing strategies or colder outreach using tools such as LinkedIn and email. Advice in this team will primarily focus on lump sum investing and portfolio management, retirement planning and regular savings. The successful candidates will be working closely with their respective marketing, business development and paraplanner teams who will assist them with the generation of day to day client meetings, alongside the overall growth of their client books. Our client will provide full support through the CII/CISI/LIBF examination process to complete the UK Level 4 Diploma and progress towards Chartered status. Desired Skills and 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. A pro-active and entrepreneurial attitude that has led the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion. You Will Benefit From: Options for an ongoing retainer salary package. • 50% - 60% revenue share from new business generated • 50% of service fee paid to Financial Planners on all assets under management At Financial Planner level, the average earnings across the business were £150K. Top performer £600K Company Support: Top class training on the international advice industry, product providers and advice process Dedicated business development support, with a 20% pay away on each case submitted by the BDM team Administration support provided in-house Industry exam costs covered by the company e.g. CISI, CII, LIBF Company incentives for top performers Please note: This position would typically suit experienced and qualified IFA candidates. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales experience. mailerlite_form form_id=2 Sponsored by: Tagged as: FInancial Adviser Careers , IFA , IFA Consultant , Independent Financial Advisor , International IFA Jobs , investments , Offshore IFA , Pensions , QROPS , Spain , Switzerland , UAE , UK Financial Advisors , UK Pensions , Wealth Management Advisor , Wealth Manager , Zurich
Dec 17, 2022
Full time
As a leading organisation in their sector with offices based across the globe, my client have developed a unique advice proposition which has led to a significant increase in client demand. As a Financial Planner in the Europe team, you will work primarily in an online video conferencing capacity with clients across a number of regions outside of the company network of offices. This excludes the UK, Switzerland, UAE and USA, but is open to Europe, parts of the Middle East, Asia, Africa and South America. Team is growing out of London and Switzerland with planned office presence in many key expat hubs in Europe moving forwards. The team will work with clients remotely with the assistance of literature, digital tools and subscriptions, private meeting rooms and a laptop provided from the company. Consumers will have typically made contact with via my client's inbound marketing strategies or colder outreach using tools such as LinkedIn and email. Advice in this team will primarily focus on lump sum investing and portfolio management, retirement planning and regular savings. The successful candidates will be working closely with their respective marketing, business development and paraplanner teams who will assist them with the generation of day to day client meetings, alongside the overall growth of their client books. Our client will provide full support through the CII/CISI/LIBF examination process to complete the UK Level 4 Diploma and progress towards Chartered status. Desired Skills and 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. A pro-active and entrepreneurial attitude that has led the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion. You Will Benefit From: Options for an ongoing retainer salary package. • 50% - 60% revenue share from new business generated • 50% of service fee paid to Financial Planners on all assets under management At Financial Planner level, the average earnings across the business were £150K. Top performer £600K Company Support: Top class training on the international advice industry, product providers and advice process Dedicated business development support, with a 20% pay away on each case submitted by the BDM team Administration support provided in-house Industry exam costs covered by the company e.g. CISI, CII, LIBF Company incentives for top performers Please note: This position would typically suit experienced and qualified IFA candidates. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales experience. mailerlite_form form_id=2 Sponsored by: Tagged as: FInancial Adviser Careers , IFA , IFA Consultant , Independent Financial Advisor , International IFA Jobs , investments , Offshore IFA , Pensions , QROPS , Spain , Switzerland , UAE , UK Financial Advisors , UK Pensions , Wealth Management Advisor , Wealth Manager , Zurich
Our wealth management client is looking for Financial advisors to be based in the Valencia region, Spain. Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they require a number of independent investment advisors to join their ranks. Our client always seeks to recruit the highest performing individuals to act on behalf of their clients. Their office is a friendly, busy and motivational place to work. For all roles, they provide regional Medical Plans and competitive salaries. They place great emphasis on professional development and career progression. If you are committed, talented and positive, you are sure to receive recognition. Get in touch if you: Have a genuine passion for client satisfaction Have at least 5 years experience as an IFA, in Bancassurance or as part of a private practice Comply with UK FCA-level standards Are a self-starter as well as a team player Can demonstrate a comprehensive record of client satisfaction Can demonstrate a commitment to unimpeachable integrity In return, my client offers: Qualified leads : our ongoing back-office investment in this area is second-to-none Industry-leading remuneration. This is not an empty promise - just speak to their existing IFAs Full financial support for additional qualifications up to Level 6 Chartered status (or equivalent) Positive and flexible support in the areas of sponsorship, accommodation and office facilities Our client is the leading provider of financial services to expats in the UAE, with regulated operations in the UK, Asia, Europe and South Africa - as well as a dedicated administration hub in Sri Lanka. If you feel you meet these criteria, then please get in touch with your CV. Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of 5 years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment advisory sales experience. mailerlite_form form_id=2 Sponsored by: Tagged as: advisor , Barcelona , careers , Costa del Sol , financial , Financial Adviser , Financial Jobs , IFA Jobs , International Financial Advisor , Investment Advisor Jobs , investments , jobs , Malaga , Mallorca , Marbella , Offshore IFA , Pensions , QROPS , Spain , UK Financial Advisors , UK Pensions , wealth , Wealth Advisor , Wealth Management Advisor , Wealth Manager
Dec 15, 2022
Full time
Our wealth management client is looking for Financial advisors to be based in the Valencia region, Spain. Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they require a number of independent investment advisors to join their ranks. Our client always seeks to recruit the highest performing individuals to act on behalf of their clients. Their office is a friendly, busy and motivational place to work. For all roles, they provide regional Medical Plans and competitive salaries. They place great emphasis on professional development and career progression. If you are committed, talented and positive, you are sure to receive recognition. Get in touch if you: Have a genuine passion for client satisfaction Have at least 5 years experience as an IFA, in Bancassurance or as part of a private practice Comply with UK FCA-level standards Are a self-starter as well as a team player Can demonstrate a comprehensive record of client satisfaction Can demonstrate a commitment to unimpeachable integrity In return, my client offers: Qualified leads : our ongoing back-office investment in this area is second-to-none Industry-leading remuneration. This is not an empty promise - just speak to their existing IFAs Full financial support for additional qualifications up to Level 6 Chartered status (or equivalent) Positive and flexible support in the areas of sponsorship, accommodation and office facilities Our client is the leading provider of financial services to expats in the UAE, with regulated operations in the UK, Asia, Europe and South Africa - as well as a dedicated administration hub in Sri Lanka. If you feel you meet these criteria, then please get in touch with your CV. Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of 5 years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment advisory sales experience. mailerlite_form form_id=2 Sponsored by: Tagged as: advisor , Barcelona , careers , Costa del Sol , financial , Financial Adviser , Financial Jobs , IFA Jobs , International Financial Advisor , Investment Advisor Jobs , investments , jobs , Malaga , Mallorca , Marbella , Offshore IFA , Pensions , QROPS , Spain , UK Financial Advisors , UK Pensions , wealth , Wealth Advisor , Wealth Management Advisor , Wealth Manager