Financial Advisor trainees wanted for the EU

<div><p>Position: Financial Advisor / IFA / Wealth Manager role.</p><p>UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.</p><p>Headquartered in Marbella, our client is an international financial advice company with clients in over 100 countries. They are leaders in providing fee‑based, transparent, qualified, and regulated financial planning advice to expatriates on retirement planning, pensions, tax‑efficient investments, savings plans and insurance.</p><p>In recognition of this, they were the Europe winner for Best Adviser Firm Established Under Three Years in the Investment Adviser Best Practice Awards 2020 and also won “Excellence in Digital Innovation” and “Excellence in Professional Development” in 2021.</p><p>Our client has a dedicated team of expert financial advisers and, through their in-house Academy, also invests in the development of individuals who are passionate about building a successful career in financial services. The company is now recruiting Business Development Managers/Trainee Financial Advisers. Candidates will be working remotely but will have regular communication with their senior adviser/s each week, as well as daily company meetings presented by one of the management team.</p><p>Our client is SEC regulated (to offer advice in USA), MIFID II regulated (to offer advice globally) and IDD regulated (to provide advice on insurance products globally). Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates. You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area‑based client research.</p><h3>Requirements</h3><ul><li>If you want to work IN Spain, you would need to be a legal EU resident, or have had a work permit and/or NIE card in Spain. Non‑EU passport holders will have to opt for<b>the remote proposition</b>.</li><li>You speak in a clear English accent with preferably no other discernible accent</li><li>Previous experience in a Business Development Manager role, preferably in financial services</li><li>You need to be in a time zone closely aligned to CET Spanish time.</li><li>Skilled in using Microsoft Office Suite</li><li>Excellent communication and people skills</li><li>Well developed negotiation skills</li><li>Customer support experience</li><li>Excellent time management and planning skills</li><li>You are currently in a telesales or client‑facing sales role.</li><li>You have a crisp, clear and articulate English, Western‑style phone manner.</li><li>You are highly organized</li><li>Ability to make high volume of phone calls to prospects.</li><li>Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites</li><li>Be very motivated with a can‑do attitude</li><li>Have lots of energy</li><li>Be very friendly with a vivacious, outgoing personality</li><li>Have a flawless work ethic</li><li>Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role</li></ul><h3>Candidate Profile – Business Development Manager/Trainee Financial Adviser</h3><ul><li>Must always act with integrity and be able to demonstrate this in every aspect of your employment</li><li>Experience thriving within a target‑driven environment</li><li>Experience within a phone/video‑based role is preferred</li><li>Confidence in your communication and sales abilities over the phone</li><li>Self‑motivated and proactive when working on your own</li><li>Driven to continually strive to improve and stay focused</li><li>Great phone manner and objection handling. The ability to develop rapport, relationships, and trust</li><li>Demonstrate an interest in finance</li><li>Demonstrate the willingness and capabilities to pass exams to become a qualified financial adviser.</li></ul></div>#J-18808-Ljbffr