Blevins Franks
Financial Advisor (Relocate to Europe)
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We are looking to hire an experienced Financial Advisers to work from our office in Portugal, France, Spain, Cyprus and Malta.
Blevins Franks is a leading cross-border wealth management company, proudly advising and managing the financial affairs of our valued clients for over 50 years.
Applicants will need to provide consistent service to clients through regular contact. Aim to attract additional investments and encourage new referrals. Applicants must hold industry qualifications appropriate to the role, with a minimum requirement of a Level 4 diploma. Ideally, candidates will possess Level 6 Chartered status.
Full job description below.
The chosen candidate will form part of the Sales Team and will report to the Regional Director in the area of your chosen office. The person will be responsible for providing a high-quality service to clients in France and sourcing new clients from the marketing enquiries.
Key Objectives
- To provide consistent service to clients through regular contact.
- Aim to attract additional investments and encourage new referrals.
- Bring in new clients to Blevins Franks, from marketing enquiries and the Central Enquiry Team.
Key Competencies
Planning and organising
- Planning, prioritising and organising work effectively.
- Managing yourself, others, resources, and time to reach a specific goal.
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Sales skills
- Identifying sales opportunities from existing clients and also new enquiries be able to convert these into new fee-based reports and additional AUM.
Self awareness and self-management
- Realistically and clearly identifying your skills, experience, knowledge and other personal attributes, and conveying these effectively to others;
- Displaying confidence and resilience
- Demonstrable commitment to accountability and integrity
Organisational awareness (Core)
- Understanding the company and your role within it, and how your own actions affect the wider business
Client focus (Core)
- Identifying, understanding and giving priority to meeting the needs of clients
Team work (Core)
- Being able to work effectively with others;
- Taking actions which respect the needs and contributions of others
Communication (Core)
- Expressing ideas effectively, both verbally and in writing, in individual and group situations, adjusting language, terminology and non-verbal communication as appropriate
Influencing
- Developing and using a range of strategies to influence and persuade others, in order to gain acceptance and commitment
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Innovation and change
- Recognising and responding positively to the need for change, and seeking out opportunities to fulfil the need for change;
- Creating and harnessing ideas and opportunities to achieve the company’s goals
Performance focused
- Knowing how to get the work done most effectively and consistently delivering a high-quality service in good time
Experience and Qualifications
ESSENTIAL
- Strong sales skills to win and retain clients for Blevins Franks.
- Competency level
- Demonstrable ability to use and adopt the necessary digital devices, services and systems provided by the organisation.
- Industry qualifications commensurate with the role. Level 4 diploma as a minimum entry level and ideally Level 6 Chartered status.
DESIRABLE
- The ideal candidate will have experience in the Private Client Manager role to act as a foundation for providing the level of service expected for our top clients.
- Or have external knowledge built up in a similar role in the financial markets.
- Sufficient knowledge of the products and tax structures.
- A proven track record of success in selling, and winning new clients from new enquiries.
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