Job Description

Our British client in Spain is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in the vibrant Marbella, specializing in providing holistic financial advice to Expats living in the EU and also Switzerland.

Responsibilities:

• Provide expert financial advice and guidance to clients, addressing their unique financial goals, challenges, and aspirations.
• Conduct thorough financial assessments and analyses to develop customized financial plans aligned with client objectives.
• Offer recommendations on investment strategies, retirement planning, estate planning, tax optimization, and other relevant financial matters.
• Leverage strong relationship-building skills to generate leads through proactive networking, referrals, and marketing initiatives to expand the client base.
• Utilize active listening and emotional intelligence to understand client needs and offer solutions that address both their financial and emotional concerns.
• Build and maintain strong client relationships through persuasive, confident communication and ongoing support.
• Demonstrate persistence in following up with potential clients, overcoming objections, and closing sales.
• Stay updated on industry trends, regulations, and best practices to ensure the delivery of cutting-edge financial solutions.

Requirements:

• Proven experience as an Independent Financial Advisor, with a track record of success in delivering top-notch financial services.
• Strong knowledge of financial planning principles, investment products, and regulatory requirements.
• Sales-focused mindset with excellent communication, interpersonal, and analytical skills.
• Ability to work independently and remotely while maintaining high levels of productivity and professionalism.
• Goal-oriented with a drive to exceed client expectations and meet sales targets.
• Relevant certifications (e.g. CII or CISI level 4, CFP, CFA, Series 7) preferred.
• Fluency in English; additional languages such as Spanish, German, or French are a plus.

Benefits:

• Unlimited earning potential through a commission-only structure.
• Opportunities for professional development and career advancement within a dynamic and supportive environment.
• Collaborative culture that values innovation, diversity, adaptability, and continuous learning

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. 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.

Skills Required