Partner / Private Client Manager

Job details

Location Tenerife, Spain
Date Posted 15th May 2019
Category Wealth or Financial Adviser / IFA
Sector Retirement Planning
Wealth Management
Salary Basic C€62,000 with likely OTE  €85,000 + relocation costs and benefits. 
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4
Work Hours Full
Reference 4942
Hiring Company Recruitment Connection Ltd
Region Europe
Street Address N/A


Partner / Private Client Manager


Basic C€62,000 with likely OTE  €85,000+  + relocation costs and benefits. 

My client is a successful financial planning and tax consultancy with very successful and established operations in Southern Europe. This is a full time role working with the partners in the regions to deal with existing clients of the practice.

You will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills.

You will need to be really good at building trust and used to providing financial planning advice to wealthy individuals. You will need to be registered through the FCA so it’s likely you will be a current UK IFA / adviser but looking to relocate.

Although this is to look after a client base it is important you are able to recognise new business opportunities. You must also be committed to relocating. This role is seen as a stepping stone to becoming a Partner level adviser in the company, managing and developing your own region.

Ref: 4942

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Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).