Job Description
* Remote work from anywhere in the world
* Guaranteed qualified meetings
* Flexible working hours
* A respected, Swiss-regulated company with a strong reputation
* No micromanagement – full professional autonomy
* Commission-based earnings with lead generation costs covered by us to help you grow your client base quickly
If you’re client-focused, self-motivated, and ready to take your advisory career global, we’d love to hear from you.
Qualifications
You need to be CISI / CII UL level 4 Diploma qualified.
Additional Information
Responsibilities include:
* Offering financial planning support to clients.
* Assisting investment professionals in nurturing client relationships.
* Crafting accurate financial plans.
* Advising clients on optimal financial solutions for their medium to long-term plans.
Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.