This vacancy is now closed

Offshore IFA / Manager - Spain / Gibraltar

Sales
Ref: 412 Date Posted: Friday 20 Jul 2018
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Role:-                    Wealth Manager – with Management Capability

Salary:-                 GBP £60 000 plus bonus - genuine basic - NOT commission in advance

Location:-            Iberia – Marbella/ Gibraltar

 This long-established and fully licenced wealth management firm is a boutique provider of ethical and tax-optimised financial solutions for British nationals in both the expatriate community and UK domestic market.

 Thanks to successful business growth they are looking to recruit an adviser/manager with genuine prospects for further progression.  Clients would be supplied and they are in the process of purchasing additional businesses too.

 You need to have prior managerial experience in a regulated environment and be able to manage as well as continuing to serve a growing book of clients.  

 What’s involved?

 The role will include maintaining and growing a small portfolio of existing clients, as well as converting leads from a variety of online and traditional prospecting activities. In addition you will have the drive and energy to develop new relationships with third parties and open up new avenues of business for the company. You must be level 4 qualified - essential as most of your clients are British expats along with ones who are based in the UK currently -  have a good understanding of wealth management solutions and the financial markets in general and be able to communicate well both in writing and orally. Offshore experience is useful though not essential.

Please call Harris on +44 131 557 9668 or email harris@keillar.com