Job Description
What They’re Looking For:
* Qualifications: Candidates must hold UK or US financial qualifications, as these are the firm’s primary client demographics.
* Experience: Prior experience as a Financial Adviser or Paraplanner, with solid expertise in UK or US pensions and investments.
* Skills: Strong IT proficiency and organizational abilities are essential.
Role Highlights:
✅ Self-Employed Position – Work remotely from anywhere in the world.
✅ Global Client Base – Advise clients across multiple countries.
✅ All Leads Provided – No need to source your own clients; all leads are inbound enquiries.
✅ Meetings Booked for You – The firm’s team handles scheduling, allowing you to focus on delivering expert advice.
✅ Full Administrative Support – A dedicated team assists with paperwork and client management.
✅ Generous Commission Splits – Competitive, ongoing commission structures with excellent long-term earning potential.
Qualifications
Requirements:
* On-site in Spain: You must have an EU passport or residence and/or Spanish NIE card. For remote propositions, no Spanish ties or residence required.
* Demonstrated success in wealth management or financial advisory roles.
* Efficient time management skills with a capacity for autonomous work.
* Strong communication abilities enabling effective engagement with diverse individuals.
* High levels of ambition and a drive to achieve success.
* Proactive approach to performance, taking ownership of outcomes.
Our client operates as a fee-based, holistic advisory firm, ensuring that all financial advice is comprehensive, unbiased, and tailored to each client’s needs.
This is an ideal opportunity for financial professionals seeking flexibility, full support, and unlimited earning potential within a dynamic and fast-growing firm.
Interested? Apply today!
Additional Information
Please note: This position would typically suit UK qualified IFA candidates or those with USA financial services qualifications ie FINRA Series 7 and Series 65. 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.