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Independent Financial Advisor

2 months ago

United Kingdom Coleman Wealth Full time

Job Title: Independent Financial Advisors


Location: UK & Dubai (Remote Working Available)

Company Overview


Coleman Wealth is a leading financial advisory firm with Offices in the UK, Switzerland, Malta, Dubai, Singapore, and Malaysia, along with an even larger regulatory footprint to allow clients to benefit from the services and advice we provide. Coleman is also and is known for its innovation, client-centric approach, and commitment to excellence. We pride ourselves on being a company that advisors aspire to work for, free from the legacy issues that burden other firms. We are dedicated to providing outstanding financial solutions to our international clientele, with a strong focus on UK and European , and Swiss markets.

Coleman Wealth is at the forefront of changing the wealth management market, setting new industry standards. Disrupting traditional practices, our innovative approach is reshaping the industry.

Our global presence means you can expand your horizons and serve a diverse client base. At Coleman Wealth we are not just growing; we are thriving We are actively expanding our reach and capabilities through strategic acquisitions. We want you to be part of our dynamic team as we continue to innovate and lead in the wealth management industry.

We are seeking experienced Independent Financial Advisors (IFAs) and Wealth Managers with a robust client base and international client experience to join our dynamic team. As an Industry professional lFA, you will play a crucial role in providing comprehensive financial advice to our clients, helping them achieve their financial goals and secure their financial future.


Key Responsibilities


  • Provide expert financial advice to clients, focusing on investment, retirement planning, tax strategies, and wealth management.
  • Manage a substantial book of business with a minimum size of £10M.
  • Build and maintain strong relationships with clients, ensuring a high level of client satisfaction and retention.
  • Conduct regular reviews and updates of clients’ financial plans to ensure they are on track to meet their goals.
  • Stay updated with financial regulations and market trends to provide accurate and timely advice.
  • Collaborate with a team of professionals to deliver exceptional service and support to clients.



Requirements:


  • Must be based in the UK, Europe, or Switzerland.
  • Extensive experience in financial advisory with a proven track record of managing a client book of at least £10M.
  • Demonstrated experience in handling international clients, especially for European and Swiss markets.
  • Strong understanding of financial products, markets, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Highly motivated, self-starter with the ability to work independently and as part of a team.



What We Offer


  1. Leads and Clients – We pre qualify our leads that are introduced to our team. This is not a cold calling approach but utilising marketing leading solutions to provide you with every opportunity to succeed
  2. Market-Leading Income Splits - Enjoy unmatched financial rewards with our competitive income splits. We believe in rewarding your hard work and dedication by offering you industry-leading compensation packages.
  3. Greater Income Stream Opportunities – Earn additional income on the things you do on a day to day basis
  4. Regulatory Footprint – to support your business growth and this offers cross company collaboration to maximise income
  5. Flexibility on location – You may wish to work remotely or prefer the hustle and bustle of an office environment, we can facilitate
  6. Relocation Opportunities – Why not try a new market whilst still managing your existing book, utilising our regulatory footprint
  7. Dedicated Relationship Managers and Admin Support - Our commitment to client satisfaction goes beyond the services we offer. You'll have access to dedicated relationship managers and administrative support to help you retain clients and provide them with exceptional service. This is supported by our bespoke CRM and report writing system
  8. Low-Cost Centralized Investment Proposition (CIP) - Our Centralized Investment Proposition (CIP) is designed to provide you with a comprehensive suite of investment options: Through
  9. Low-Cost Discretionary Fund Managers (FCA Regulated): Access a range of low-cost discretionary fund managers who are FCA (Financial Conduct Authority) regulated to efficiently manage your clients' investments.
  10. Managed Portfolio Service: Utilize our Managed Portfolio Service, offering a diversified range of portfolios designed to meet various risk profiles and investment objectives.
  11. Market Leading Custody Solutions: This is where we bring institutional costings to the retail market, exceeding your clients expectations on cost
  12. Bespoke Portfolios: We value your ability to tailor solutions to meet client requirements. With us, you can still build bespoke portfolios to address your client's unique financial goals.
  13. Performance Simulation: Mitigate client risk with our performance simulation capability within the CIP, allowing you to model and assess potential outcomes of low-cost strategy models.


The Packages

  • Competitive compensation packages, including salaried or commission-based roles tailored to your preferences.
  • The flexibility of remote working, allowing you to maintain a work-life balance while servicing clients globally.
  • Opportunities for professional growth and development within a forward-thinking and innovative firm.
  • A supportive and collaborative work environment with a focus on achieving excellence and client satisfaction.
  • No legacy issues, providing a clean slate and the opportunity to thrive without the constraints faced by other firms.


Application Process


We are looking to onboard 5+ advisors each month across our target locations. If you are a dedicated and experienced financial advisor looking to take the next step in your career with a leading firm, we encourage you to apply. 


How to Apply


Please submit your resume and a cover letter detailing your experience, client base, and why you are interested in joining our firm to [recruitment@coleman-wealth.com].