Our client is an experienced and established British ran company with a young team of highly qualified advisors on location in Spain, Dubai, Belgium and Switzerland. The company has an incredible business and is looking now for experienced financial advisers who are keen to work remotely from just about anywhere in the world
This client would prefer advisors with UK level 4 CISI credentials, although not mandatory as experienced and selected advisors may obtain this on the job within a few months.
Responsibilities
Provide strategic advice across a variety of financial products and services
Assess client's overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Keep abreast of new industry's trends and research market to back up financial consulting=
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Requirements
Proven working experience as a Financial adviser or relevant experience
Track record of successful financial guidance
Ability to analyze market's financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge
Benefits
Expected income of GBP80,000 – 100,000 within first year of work, which is tax-free, and GBP100,000 – 200,000 within second year, tax-free
Internal coordination department to book meetings
Unique Selling Points
Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds
Aggressive expansion plans through the middle east and Europe, giving strong career development prospects
My client will pay for any relevant exams (CII or CISI) that advisers may wish to take to grow in their career
Full VISA sponsorship
No office costs
Clients rate the IFA company 9 out 10 stars on TrustPilot
Dual licensing in UAE via partnership.
Advisors with at least a 4Mil+ AUM book of business will have a distinct advantage.
Please note: Applicants should have at least three (3) years' client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
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