Private Client Advisor
My client wants to be a small part of your bigger plans.
They pride themselves on being truly different, their overarching aim is to give high quality, trusted advice that’s in the very best interests of their clients and to be trusted to deliver just that.
Any successful candidate will need to have achieved (or be working towards in a Trainee role) financial qualifications relevant to the jurisdiction they work in, ideally level 4 qualifications or Diploma equivalent to comply with our UK industry benchmark.
Qualification requirements:
Any successful candidate will need to have achieved (or be working towards in a Trainee role) financial qualifications relevant to the jurisdiction they work in, ideally level 4 qualifications or Diploma equivalent to comply with our UK industry benchmark. You need to ideally be in Spain already, or have a Spanish NIE card and residence in Spain.
Depending on clients’ requirements you will be required to advise on such areas as:
- Private Client Investments;
- Pensions and Retirement Planning;
- Tax Planning;
- Mortgages;
- Protection Arrangements
- Solutions orientated – imaginative.
- Highly organised, methodical, analytical, disciplined.
- Ability to work autonomously whilst still being a key member of a team.
- Great communication skills – written and oral.
- Strong client focus, with the ability to transact with financially sophisticated clients and products.
- Good IT skills including strong working knowledge of Excel.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
Daniel van Niekerk
Welcome to Prestige IFA Jobs, the premier international wealth management recruitment service. Since our establishment in 2016, we have earned a reputation as the go-to choice for discerning international wealth management and investment advisory firms around the world. At Prestige IFA Jobs, we redefine the art of headhunting in our industry. We stand unrivaled, leading the way with our unique approach and unmatched expertise. No one does what we do quite like us. Our commitment goes beyond simply matching a qualified candidate with a good IFA firm. We believe in finding the perfect synergy between candidate and company. With our extensive background in personal financial advisory across multiple countries, we take the time to deeply understand our candidates and our clients. So, when things go wrong, don't go wrong with them...because the successful warrior is the average man, but with laser focus.
