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Jobs in Gibraltar IFA Vacancy Image

Jobs in Gibraltar IFA Vacancy

November 11, 2022

Have you got what it takes to succeed in a competitive environment?


Job Purpose Summary: 


To provide a range of tax led wealth management solutions, asset management and independent financial services to prospects and clients in accordance with agreed business plans.


The role is expected to have a strong focus on identifying new business and new revenue streams.


We are looking for a self-motivated and results orientated individual with a diverse skill set and strong work ethic who can undertake other responsibilities within the team to support the ongoing growth of the company.


Key Responsibilities:

  • Maintain and develop the size and quality of the prospects, clients and intermediary network through the initiation of new relationships and deepening of existing ones in order to maximise income streams.

  • Achieve personal and team sales targets.

  • Take a solutions and consultative approach to ensure prospects’/clients’ needs are accurately met.

  • Advise clients across the entire spectrum of their wealth as well as discuss developments in the economy and financial markets.

  • At all times provide ethical and best advice in line with best industry practice.

  • Support all areas of the business where required.

Required Soft Skills

  • Good communication skills – all levels; able to empathise with others

  • Negotiating & sales

  • Commercial awareness

  • Problem-Solving – able to ‘think outside the box’ to resolve challenges

  • Emotional Intelligence

  • Self-confidence – positive outlook and clear focus

  • Customer Service

  • Attention to detail

  • Prioritisation of work flows


Required Hard Skills

  • Computer literate

  • CRM platforms

  • Business development

  • Technical knowledge on products & services

  • Time management skills

  • Organised

  • Relationship management

  • UK level 4 qualified or close to obtaining


Key Attributes

  • Integrity

  • Intelligence

  • Experience

  • Excellent Team player

  • Strong work ethic.


For further information please DM or send your CV to enquiries@fwm.gi


Deadline for Applications: 30th November 2022