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Independent Financial Adviser

Job Details

Gibraltar Salary: Competitive Salary + Benefits
Sector: Accounting & Finance Type: Permanent
Start Date: ASAP Contact: Angelique Pearson

Independent Financial Adviser (IFA Qualified Level 4 or Part Qualified) - Gibraltar - Salary c£30 -40,000 plus commission

SRGEurope are recruiting for an Independent Financial Adviser (IFA, qualified CFA or Part qualified) for one of Gibraltar´s longest established Financial Advisory services and are specialists in trust and tax planning. Having recently embarked on a huge marketing campaign in the Iberian Peninsula they are seeking a number of Diploma qualified or part qualified Independent Financial Advisers IFAs, looking to provide tax led Wealth Management Solutions.

IFA Key Responsibilities:

  • To maintain and develop the size and quality of the prospects, clients and intermediary network base
  • Respond to and follow up sales enquiries by telephone, email and personal visits.
  • Build profitable relationships with prospective and current clients by understanding their financial needs and providing appropriate independent solutions.
  • Provide financial advice to clients across the whole spectrum of their wealth as well as discuss developments in the economy and financial markets.
  • At all times provide ethical and best advice following procedures set out in the Independent Financial Advisers (IFA) manual.
  • Ensure all sales and regulatory data is accurately recorded and presented in a timely manner.
  • Prepare recommendation letters - clients and intermediary correspondence in line with four eyes principle.
  • Provide regular portfolio performance and financial review for clients.
  • Provide support and participate in marketing activities such as golf days, exhibitions and seminars.
  • Ensure cross selling opportunities within the Group are maximised.

IFA Profile:

  • Self-driven, with a positive outlook and a clear focus on providing high quality advice
  • A natural forward planner who critically assesses own performance
  • Mature, credible, and comfortable in dealing with all types of prospects and clients
  • A good empathetic communicator well presented, with strong business acumen and accountable
  • Able to get on with others and be a team-player
  • Work from home an option

IFA Skills:

  • Must be an excellent face-to-face, telephone and written communicator
  • Able to demonstrate success and experience at achieving genuine sales targets
  • Must be qualified to Diploma level 4 or part qualified satisfying FSA and FSC regulatory requirements
  • Results driven with an entrepreneurial spirit and a successful sales track record
  • Must be able to communicate clearly with management and colleagues
  • Expected to take an active role at team meetings to progress common goals.
  • Able to advise clients across the whole spectrum of their wealth as well as discuss developments in the economy and financial markets

Why Gibraltar?

Gibraltar is a British Overseas Territory on the edge of the Iberian Peninsula neighbouring Southern Spain. It boasts 300 days of sunshine per year, a relaxed out of work lifestyle and is easily accessible to the rest of Europe from Gibraltar and Malaga airports. The primary currency in Gibraltar is pounds/sterling and there are excellent English speaking schools if you are relocating with your family. We will help you with your relocation process about which you can read here: https://www.srgeurope.com/working-in-gibraltar/relocating-to-gibraltar

The successful Independent Financial Adviser candidate will benefit from a market leading brand, large marketing budgets, administration support, and accountancy and legal connections locally and internationally.

Skills: IFA | Gibraltar | CFA |Financial Services | Trusts and Funds | Investor Wealth |HNW