Financial Advisor

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France, Spain, Portugal, Malta, Cyprus and Monaco.

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.

We are thrilled to be collaborating with a leading tax and wealth management group renowned for its exceptional tailored services for British expatriates living in France, Spain, Portugal, Malta and Cyprus. With 22 offices across 9 regions and plans for expansion across Europe, they are actively looking to increase their team of wealth managers and financial advisors. A developed portfolio will also be given to get you started immediately.

Key Responsibilities / Tasks

• Work with ‘retired’ British demographic in France, Spain, Portugal, Malta, Cyprus and Monaco.
• Develop and manage personalized financial plans.
• Advise on tax-efficient investment strategies.
• Ensure compliance with UK and local tax laws.
• Provide tailored investment advice based on risk tolerance and goals.
• Conduct regular financial reviews and updates.
• Provide performance reports and status updates.
• Advise on financial implications of residency options.
• Navigate financial aspects of relocating and living abroad.
• Collaborate with local financial, tax, and legal experts.
• Facilitate introductions to trusted local service providers.

Who We’re Looking For:

• British advisors or professionals seeking a career/environment change.
• Experienced individuals with a track record in FS sales or professional services.

Key Attributes:

• Self-starter with an entrepreneurial attitude.
• Demonstrates clear drive, ambition, self-motivation, and hard work.
• Professional, engaged, and enthusiastic demeanour.
• Well-presented and articulate with excellent networking abilities.
• Willingness to work with the retired British demographic.

Qualifications:

• Proficient with the ability to advise HNWIs on tax-efficient investment structures.
• Capable of generating FUM of £5m-£6m in year 1, growing to £10m+ in year 2.

Skills and Competencies:

• Strong networking skills to leverage marketing efforts and brand recognition.
• Ability to market showcase brand name to generate referrals.
• Honesty, integrity, and a solid reputation.