Financial Advisor

2 weeks ago


London, Greater London, United Kingdom Prestige IFA Jobs Full time

Our valued client is renowned for its steadfast commitment to sustainability, its accolades, and its profound influence on the financial well-being of individuals.

Currently, they are seeking Investment Advisory Wealth Managers to join them in their journey of expansion and progress in the following EEA Regions:

Austria, Belgium, Bulgaria, Croatia, Republic of Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain and Sweden.

In this capacity, you will have the opportunity to oversee a diverse array of portfolios, supported by comprehensive training programs, avenues for career advancement, and a corporate culture that prioritizes professional development under the guidance of our CEO, who places a strong emphasis on continual training and career support.

Our primary commitment is to provide personalized, independent financial advice to each client. As a Wealth Manager, you will play a pivotal role in guiding individual clients through their financial endeavors.

Additionally, leveraging our cross-border licenses and cutting-edge industry tools, you will offer tailored financial counsel to meet the unique needs of our global clientele.

Expand assets under management (AUM) by identifying financial needs and presenting suitable solutions.
Monitor market trends and client circumstances to recommend appropriate financial products and services.
Offer personalized advice across various wealth avenues, including Lump Sum Investments, Fixed-Income Products, Global Funds, and more.
Adhere to regulatory and quality standards while staying abreast of industry developments.
Bachelor's degree in business, finance, economics, or related field preferred.
Prior experience with high net worth clients preferred.
Familiarity with investment products such as offshore investments, bonds, or pension products advantageous.
Sound judgment and risk analysis capabilities.
Demonstrated track record in financial sales.
Transparent commission structure with competitive bonuses.
Comprehensive individual and team training programs.

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. Please only apply if you have the required financial services sales aspirations
[Tagged as:
advisor , DipPFS , EEA , EU , Europe , European Economic Area , Finance Jobs , financial , FInancial Adviser Careers , IFA Consultant , IFA Jobs , Independent Financial Advisor , International Financial Advisor , Wealth Management Advisor , Wealth Manager
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