5 days ago Be among the first 25 applicantsDirect message the job poster from Private Client ConsultancyRecruiting Financial Advisors and support staff to support the expat communityJoin Our Team as a Financial Adviser/Wealth Manager – Spain and other EU countriesAre you ready to elevate your career in financial advice?
Private Client Consultancy (PCC Wealth) is looking for motivated, client-focused individuals to join our dynamic team as Junior Wealth Managers/Wealth Managers in Spain and other EU countries.Working as a Wealth Manager at PCC, your earnings will directly link to your performance - but we want to ensure you're given the best possible chance to succeed in delivering top quality financial advice to our clients!
Note that whilst this role doesn't offer a base salary, your experience and qualification levels will determine exactly what you earn.
We want individuals who are committed to learning - and will back your qualifications so you can be fulfilling your earning ambitions!At PCC Wealth, we specialise in delivering bespoke financial solutions to help our clients achieve their financial goals.
As part of our team, you'll have the unique opportunity to build lasting relationships, make a real impact in people's lives, and grow within a supportive and professional environment.Why Join Us?International ExposureWork with an established, trusted firm in the international financial advisory sector, servicing a diverse and growing clientele.
Our aim - and your commitment - will be to provide the best possible financial services to expats across the EU and further afield!Career GrowthWhether you're an experienced financial adviser or new to the sector, we provide the training and support you need to thrive.
Opportunities to progress include working towards UK-recognised qualifications like CII or CISI.
We're embarking on a growth journey - and want you to help us achieve this aim!Supportive Team CultureYou'll collaborate with industry experts and be mentored by a Managing Partner, all while helping to shape the next generation of advisors.Personal DevelopmentBenefit from regular training sessions and hands-on experience, empowering you to become a trusted financial partner for your clients.The RoleAs a Wealth Manager, you'll:Build and manage lasting relationships with clients through regular financial reviews.Deliver personalised financial solutions that include savings plans, investments, pensions, and inheritance planning.Generate leads and referrals by attending networking events and creating opportunities.Work with cutting-edge tools, including our CRM system, to track and manage client journeys.Play a pivotal role in mentoring associates, contributing to team success and growth.What We're Looking ForWe're not just seeking qualifications – we're seeking character:Passionate professionals with a keen interest in finance and client service.Individuals with excellent communication skills, capable of explaining financial concepts to clients with ease.A positive attitude, strong work ethic, and an ability to thrive independently and within a team.Experience in financial services is a plus, but we're equally keen to hear from motivated newcomers ready to learn and grow.What You'll NeedProficiency in Microsoft Office (Outlook, Excel, PowerPoint).A willingness to network and create opportunities.A UK Level 4 qualification or a commitment to achieving it.A sense of humour and a professional approach to work!What We OfferCompetitive Earnings: A performance-driven compensation package to reward your success.Full Training: Whether you're experienced or new to the industry, we'll provide the resources to excel.Career Advancement: Clear pathways to grow your career with us.Stunning Locations: Live and work in the vibrant regions of Portugal or Spain.Ready to Take the Next Step?If you're ambitious, driven, and excited about building a rewarding career in financial services, we want to hear from you!Apply today and start your journey with Private Client Consultancy – where your success is our priority.Seniority levelEntry levelEmployment typeFull-timeJob functionFinance and Sales #J-18808-Ljbffr