Experienced, qualified IFAs required to provide high-quality, international financial advice to HNWIs, with opportunities across Europe. Advisers can be based in Portugal or elsewhere in Europe.
Our Client has amassed a considerable client base on and
offshore and has created multiple strategic alliances with specialist financial
service providers. They are one of the leading advisory firms in Europe, who
specialise in working with the expatriate community throughout the EEA and
They pride themselves in offering a complete independent
service, including exceptional after sales support and administration. Through
building long-term, sustained relationships, they are then referred by their
clients to potential new clients to offer independent financial advice. They
have been established since 2002 and have built a highly successful business.
To support and enhance its growing international business,
our Client is now seeking experienced Financial Advisers to join their team in Portugal, Cyprus, Spain and Germany to develop their own business within the company. This is a unique opportunity for
the right candidates to join a creative team in an exciting, forward-thinking
and developing marketplace.
Office in Limassol, Cyprus, with offices in Spain, Portugal, Brussels and Germany.
to be based in their location.
by CySEC with full MiFID providing local and international licensing.
Registered in the UK.
are typically HNW and UHNW, expatriates and professionals.
have autonomy to select their own clients and manage their own schedule.
initial and ongoing training including bespoke tax structures for HNW
clients / corporations.
successful self-employed financial advisers - must be able to prove
who already have or can develop a business plan for their region,
outlining clients and companies to approach - this will be part of the
will ideally be or working towards Level 4 Diploma qualified, but offshore
IFA experience is essential
to work in Europe, can be based in one location throughout the EU, must
have the flexibility to work from home
to create rapport and transact with sophisticated HNW individuals
driven; target driven; entrepreneurial
motivated individuals with desire to succeed
Although some leads will be provided, every adviser is expected to generate
referrals and to constantly source new clients/network and generate leads
Development support available (paid from Consultant's commission)
business submission and administration processed through UK Admin Centre
- Excellent commission rates
up to 70% depending on support required - unlimited earnings potential
- Lead generation from
marketing programmes, seminars and initiatives - our Client has a
dedicated Business Development team and Marketing team however an individual's
own ability to self-generate is essential
- Support given as necessary
to pass industry regulated exams
- Support from an
experienced financial adviser to review and develop the adviser's business
plan to maximise potential
- Dedicated administration
and client liaison team to assist with pipeline and client follow-up so
advisers can spend more time with Clients
- An experienced Tax
Barrister to assist with complex, bespoke tax planning
- A qualified in-house
Portfolio Management team
- Pension Administration specialist
- Stocks and shares
- Working and living in
Europe, enjoying the expatriate lifestyle