Partners

15.06.21

Our Partners focus on advising new clients in France, Spain, Portugal, Cyprus and Malta and helping to develop our growing client base. Suitable candidates must be at least Level 4 (Diploma) qualified.

 

Main Purpose of Partner Role

Provide tax driven strategic financial planning advice to British expatriates retired in continental Europe. Develop a growing client base by attracting new clients and providing ongoing advice to existing ones. Relocation to one of our core countries in Europe will be necessary.

What Blevins Franks offers

  • The in-house Tax Advisory Service (TAS) supports Partners by providing highly specialised tax advice for British expatriates, taking into account both their country of residence and the UK.
  • Private Client Managers (PCMs) provide regular and ongoing advice and service to clients in the local offices. This enables Partners to concentrate on generating more high-quality business.
  • Marketing support: relevant news articles and adverts published in expatriate newspapers, magazines, websites and social media, with regular radio broadcasts in some regions. Client/prospect seminars are typically run each Spring and Autumn in each location to generate local interest.
  • Exclusive client proposition for each country, working together with a variety of select product providers and high-quality names in investment management.
  • Offices in each country provide paraplanning services, including extensive client reports and administration support.
  • Excellent remuneration structures.
  • A professional and achievement orientated environment suitable for high performers.

Who we are looking for

Financial advisers or members of the professional services industry seeking a change of career and/or environment and who are:

  • Experienced, with a track record of achievement in sales in financial services and/or a professional services industry.
  • Self-starters with an entrepreneurial attitude who can readily display clear drive and ambition; self-motivated and hardworking, professional, engaged and enthused.
  • Well-presented and articulate, with the ability to network effectively.
  • Willing to work within the ‘retired’ British demographic.
  • Qualified to at least Level 4 (diploma).
  • Technically proficient: must have the ability to learn, comprehend and advise high net worth individuals on tax-efficient investment structures.
  • Honest, with integrity and a good reputation.
  • Able to illustrate a record of competence, capability and financial soundness.
  • Knowledgeable, with highly developed negotiation skills.

What we expect from the successful candidate

  • Generate funds under management (FUM) of £5m to £6m in year 1; growing to £10m+ in year 2. Personal Funds available to help through early months.
  • Excellent networking skills to leverage from marketing evolutions and brand name. Will also need to break new ground; Partners are expected to generate referrals and to constantly source new clients, networks and leads.

Candidate package

  • Full in-house training provided, during which all reasonable expenses covered.
  • Negotiable/tailor-made package to suit.
  • Bonus/commission.

If you’re interested and qualified for the role, please use the form below to enter your details and upload your CV and a cover letter.

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