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Initial Training
Working in a different country and with, possibly, a different type
of client, means that a certain amount of training will be required.
OMM has its own training manual which covers everything the new AE
needs to know to be able to work effectively here in Spain.
In addition, successful recruits will be required to undertake a
fulltime training course at the Marbella HO and a written examination
of their newly acquired technical knowledge must be completed. This
is a requirement of our DGS licence as is comprehensive ongoing training
which takes place on a quarterly basis.
Subjects covered in the initial training
course include:
- The Spanish Tax System
Income, Wealth,
Inheritance and Capital Gains Taxes
- Equity Release in Spain
- The Tax Advantages
of Spanish Life Investment Bonds
- Investing for Safety
- Investing for Income
- Understanding the Spanish
Market
- How to use of Salesforce.com for
admin. & marketing
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