FinancialAdvisor
AboutOur Client:
Our client aborderless and independent financial advisory consultancy isdedicated to securing their clients financial futures. Founded byUKqualified financial advisers they offer a fresh and dynamicapproach that sets them apart in the offshoremarketplace.
WhyChoose Our Client:
Our client iscommitted to providing the key competencies for success in a WealthManagement career. They operate a rigorous selection process toensure that their team delivers exceptional services. All employeesare dedicated to gaining the knowledge and skills required toprovide worldclass financial planning and wealth managementservices to expatriatesworldwide.
KeyResponsibilities:
Evaluate andadvise on medium to longerterm financial objectives in areas suchas Lump Sum Investing Retirement Planning Education Fee FundingLife Insurance and General Estate & Inheritance TaxPlanning.
Work in a facetoface capacity withclients providing specific advice tailored to nationality andlocation.
Collaborate with marketingcoordination and paraplanning teams for daytoday clientmeetings.
Uphold high standards and undergoongoing training to meet both client and companyexpectations.
WhatOur Client Values:
Solid interestin building or advancing a career in FinancialServices.
Willingness to learn with a minimumstrive for Level 4 qualification.
Highqualityprofessional communication skills.
Success andtargetdriven mindset.
Positiveselfmotivation.
Desire to be part of a firm witha strong reputation and a growing global brand.
Fluent English proficiency proven sales ability and anentrepreneurialmindset.
Benefits:
Very competitive remuneration with exceptional earnings for topachievers.
Regular incentives includinginternational conventions.
Potential opportunityto be part of aggressive global expansion plans and open newofficesglobally.
ImportantNote:
Ideally candidates shouldalready have existing AUM/book of existingclients.
If you have priorexperience as an Independent Advisor or Wealth Manager or if yourelooking to take the next step in your career this is a uniqueopportunity to join a dynamic team and contribute to the success ofa reputable and growingfirm.
Apply now to be part ofour clients exciting journey in reshaping the landscape of WealthManagement!
Remote Work :
No