Job Description
About the Company
As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in London and the Southeast.
About the Role
As a Financial Planner, you will be working alongside the Director of the UK business. Working in a face-to-face capacity with UK-wide clients, you will be advising clients on medium to longer term financial objectives.
Responsibilities
* You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
Offering
* Compliance
* Investment Committee
* Operational Support
* Business Development
* Team Ethos
Qualifications
* Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
* A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
* At least 1 year experience as a Financial Planner.
Required Skills
* A pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
Preferred Skills
* Strong regulatory background in multiple jurisdictions.
* Global Presence.
* Full training and support including funding of external CII, CISI and LIBF qualifications.
* Industry leading investment proposition.
* Support with lead generation via business development, research, and marketing teams.
* Full paraplanning and admin support.
* Flexible working and infrastructure.
* Self-employed and employed adviser options available.
Pay Range and Compensation Package
* Employed with a competitive basic salary + bonus scheme.
* 25 days holiday + bank holidays.
* Flexible working hours and the option to work from home/ remotely.
* Full support of an in-house paraplanner.
* In-house marketing team to support any campaigns you wish to run.
* In depth training in Repatriation and clients returning with offshore solutions.
Equal Opportunity Statement
Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space. With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.