Business Development Manager/ Trainee Financial Adviser - Europe


Vacancies in Europe

Job reference: MBL-2103-10321

Short Description

A unique opportunity to commence a role in financial services, based in Marbella, Spain.

Job Detail

The Company

Headquartered in Marbella, our Client is an international financial advice company with clients in over 100 countries. They are leaders in providing fee based, transparent, qualified and regulated financial planning advice to expatriates on retirement planning, pensions, tax efficient investments, savings plans and insurance.

Our Client has a dedicated team of expert financial advisers and, through their training Academy, also invests in the development of individuals who are passionate about building a successful career in financial services. The company is now recruiting Business Development Managers/Trainee Financial Advisers. Ideally, candidates will already be living and working in or near Marbella in a customer facing role; they will be joining an established team providing investment advice to expatriates.

Our Client is SEC regulated (to offer advice in USA), MIFID II regulated (to offer advice globally) and IDD regulated (to provide advice on insurance products globally).

Key Facts:

  • Award winning financial services company, based in Marbella
  • Outstanding record of customer satisfaction and over 99% client retention rate
  • All business is conducted remotely e.g. via telephone and video calls
  • The training Academy provides all training, development opportunities and guidance required to train up members who may have no prior knowledge of the industry to enable them to  become fully qualified financial advisers, in their own time (usually around 2 years)
  • The Academy is a six-staged development programme that encompasses everything necessary for this progression with target and performance measures at each stage
  • Members of the Academy are provided with close guidance and support from the senior advisers they work with until they become qualified financial advisers themselves
  • All leads are provided and are pre-qualified

Candidate Profile - Business Development Manager/Trainee Financial Adviser      

  • Must always act with integrity and be able to demonstrate this in every aspect of your employment
  • Experience thriving within a target-driven environment
  • Experience within a phone/video-based role is preferred
  • Confidence in your communication and sales abilities over the phone
  • Self-motivated and proactive when working on your own
  • Driven to continually strive to improve and stay focused
  • Great phone manner and objection handling. The ability to develop rapport, relationships, and trust
  • Demonstrate an interest in finance
  • Demonstrate the willingness and capabilities to pass exams to become a qualified financial adviser

Additional Requirements: 

  • Driving License or living within commutable distance of Marbella or willing to relocate
  • Fluent English speaker 
  • Car owner or can rent a car (must be over 25 in Spain to rent a car)
  • At least 2 years' experience in sales related fields
  • At least 5 C's (including Maths) in GCSE or equivalent
  • Must provide Wi-Fi at own home (in the event of a lockdown), a laptop (for work use) and have access to a smartphone
  • Must be able to provide 2 previous references

Candidate Package:

  • Salary - Dependent on stage in programme
  • Bonus programme after probation period
  • Full time, Monday to Friday (hours can vary)
  • Probation period lasting 3 months leading to a full-time position
  • The role is Autonomo


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