Financial Adviser

We are seeking an exceptional applicant for the role of ‘Financial Advisor’ based from a Gibraltar office, although you will spend the majority of your time in Spain developing new partnerships, driving new business and closing leads.

The main purpose of this role is providing a range of tax led wealth management solutions, asset management and independent financial services to prospects and clients in accordance with agreed business plans.

Key Responsibilities:
• Maintain and develop the size and quality of the prospects, clients and intermediary network through the initiation of new relationships and deepening of existing ones in order to maximise income streams.
• Achieve personal and team sales targets.
• Take a solutions and consultative approach to ensure prospects’/clients’ needs are accurately met.
• Advise clients across the entire spectrum of their wealth as well as discuss developments in the economy and financial markets.
• At all times provide ethical and best advice in line with best industry practice.
• Support all areas of the business where required.

Are you UK level 4 qualified or close to obtaining? Please contact us!

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