Offshore Investment Advisor

Introduction

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. You need to ideally be in Spain already, or have a Spanish NIE card and residence in Spain.

• 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.

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.