Independent Financial Adviser

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