An opportunity that really caught my eye recently was for Financial Advisers to join a niche, family-run IFA business based in Southern Spain. In particular, I am impressed with the significant untapped potential offered in its client bank of affluent ex-pats. New and existing advisers are provided with a high volume of clients to work with - something very few companies can offer and a great opportunity for new joiners to hit the ground running.
The client has 2 offices, one in Estepona Port on the Costa del Sol and a new office recently opened in Al Gorfo, Alicante, in partnership with a Real Estate Firm. The companyâ€™s main business is Portfolio Construction and ongoing Fund Advice but has the full range of financial services and products to provide bespoke â€˜Holistic Financial Planningâ€™ services.
In my opinion, this would be ideal for an experienced advisor, who has already taken the â€œjourneyâ€ of building a client bank successfully and is now looking to work in Spain, but not wanting to start from scratch; one who is keen to build long-term relationships based on sound professional advice rather than seeking to make a quick buck.
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