Financial Advisory Specialist

3 weeks ago


London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full time

Position: Financial Planner

Location: Annecy, France

Compensation: €60,000 + Bonus

Reference ID: 8849

Overview:

We are thrilled to present a remarkable opportunity for a UK-based Financial Planner eager to embrace a new lifestyle in France.

Our client, a premier Tax and Wealth Management firm catering to UK expatriates across Europe, is seeking a dedicated Financial Planner to enhance their team in Annecy.

Annecy, renowned for its stunning lakes and majestic mountain landscapes, offers an idyllic setting for outdoor enthusiasts, including skiers, mountain bikers, and hikers. It is consistently recognized as one of the finest locations to reside in France.

Role Responsibilities:

The primary focus of this position will be to manage a portfolio of existing clients while actively expanding your clientele through strategic business development initiatives. You will collaborate closely with the regional tax team to provide clients with comprehensive and sophisticated wealth management solutions.

The organization prides itself on offering exceptional support to its advisors, featuring both local and centralized back-office teams dedicated to handling all administrative, paraplanning, and compliance tasks. Additionally, they will assist you with marketing and business development efforts to enhance their visibility in the region.

We are looking for a motivated and independent Financial Planner who possesses a sincere interest in relocating to France.

Benefits:

· Competitive salary of €60,000 + Bonus

· Comprehensive benefits package, including Pension, DIS, PHC, and PMI

· Full technical back-office support

· Opportunities for advancement into a Partner role

· Coverage of relocation expenses

Qualifications:

· UK Regulated Financial Planning Qualification (CII, LIBF, or CISI)

· Proven experience in providing regulated financial advice in the UK

· Demonstrated success in acquiring new clients

· Strong technical expertise in Inheritance Tax and pension planning

· Genuine motivation to relocate to France

For further information about this exciting opportunity, please reach out or submit your application online.



  • London, Greater London, United Kingdom Interpath Advisory Full time

    Interpath Advisory is looking for a seasoned Senior Manager to become a vital part of our Financial Advisory Services team. In this role, you will collaborate closely with our executive leadership to manage intricate Financial Advisory projects and spearhead business development initiatives, including the creation and presentation of marketing content and...


  • London, Greater London, United Kingdom Interpath Advisory Full time

    Interpath Advisory is looking for a skilled Senior Manager to join our Financial Advisory Services team. In this pivotal role, you will collaborate with our leadership team to execute intricate financial advisory projects and spearhead business development initiatives, including the creation and presentation of marketing materials and thought leadership.Our...


  • London, Greater London, United Kingdom HSB Technical Ltd Full time

    Position: Financial Planning and Advisory SpecialistLocation: LondonRate/Salary: £70,000Type: Permanent / Full Time With Great BenefitsHSB Technical Ltd is a leading recruitment agency focused on the Power & Propulsion, Shipbuilding, Shipping & Energy, and Aerospace sectors. We are currently seeking a dedicated professional for the role of Financial...


  • London, Greater London, United Kingdom Interpath Advisory Full time

    About Interpath Advisory Interpath Advisory is a global advisory firm with teams dedicated to supporting businesses, investors, and stakeholders across various industries. We work with companies of all sizes, from small and medium enterprises (SMEs) to multinational corporations. Debt Advisory Group: Our Expertise Our independent Debt and Capital Advisory...


  • London, Greater London, United Kingdom Interpath Advisory Full time

    About Interpath Advisory Interpath Advisory is a global advisory firm with teams dedicated to supporting businesses, investors, and stakeholders across various industries. We work with companies of all sizes, from small and medium enterprises (SMEs) to multinational corporations. Debt Advisory Group: Our Expertise Our independent Debt and Capital Advisory...


  • London, Greater London, United Kingdom Warner Scott Recruitment Full time

    Job DescriptionWarner Scott Recruitment is partnering with a global boutique advisory firm to find a talented and driven Corporate Finance Manager to join their growing team. This role is ideal for a finance professional looking to make an impact in a dynamic, entrepreneurial environment.Key Responsibilities1. Transaction AdvisoryFinancial Modelling:...


  • London, Greater London, United Kingdom Quilter Financial Advisers Full time

    About Quilter Financial AdvisersWe are a leading advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our team....


  • London, Greater London, United Kingdom Quilter Financial Advisers Full time

    About Quilter Financial AdvisersWe are a leading advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our team....


  • London, Greater London, United Kingdom Pembroke Communications Full time

    About the RoleWe are seeking a highly skilled Financial Advisory Restructuring Tax Specialist to join our team at Pembroke Communications. As a key member of our Financial Advisory Restructuring Tax team, you will play a critical role in providing tax advice on the restructuring of financially distressed businesses.Key ResponsibilitiesWork closely with our...


  • London, Greater London, United Kingdom Interpath Advisory Full time

    About Interpath AdvisoryInterpath Advisory operates on a global scale, providing essential support to businesses, their investors, and stakeholders through a variety of advisory services. We take pride in collaborating with organizations of all sizes, from small and medium enterprises to some of the largest corporations worldwide.Overview of the Capital...


  • London, Greater London, United Kingdom A F S FINANCIAL MANAGEMENT LIMITED Full time

    About AFS Financial ManagementAFS Financial Management is a well-established and proficient team of financial experts dedicated to enhancing our workforce. We are currently in search of a skilled Paraplanner or Financial Advisor to deliver both technical and administrative assistance while engaging in various facets of the financial advisory process.Key...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Advisory Partner Role with Artemis Recruitment Consultants LtdArtemis Recruitment Consultants Ltd is in search of a committed Financial Advisory Partner to join their esteemed team. This position offers the opportunity to collaborate with a skilled group of paraplanners and financial support staff, aiding in your development as a Financial...


  • London, Greater London, United Kingdom Danos Group Full time

    **About the Role**We are seeking an experienced financial crime advisory professional to join our team at Danos Group. As a key member of our organization, you will be responsible for providing real-time advisory to our business units on transactions across various markets, including equities, fixed income, and FX.This is an opportunity to join a...


  • London, Greater London, United Kingdom Danos Group Full time

    **About the Role**We are seeking an experienced financial crime advisory professional to join our team at Danos Group. As a key member of our organization, you will be responsible for providing real-time advisory to our business units on transactions across various markets, including equities, fixed income, and FX.This is an opportunity to join a...


  • London, Greater London, United Kingdom Interpath Advisory Full time

    About the RoleInterpath Advisory is seeking an experienced Financial Modelling Assistant to join our growing team. As a key member of our Data & Technology group, you will play a crucial role in developing our financial modelling capabilities.Key ResponsibilitiesSupport large and small projects to help clients tackle business issues.Apply technical skills to...


  • London, Greater London, United Kingdom Interpath Advisory Full time

    About the RoleInterpath Advisory is seeking an experienced Financial Modelling Assistant to join our growing team. As a key member of our Data & Technology group, you will play a crucial role in developing our financial modelling capabilities.Key ResponsibilitiesSupport large and small projects to help clients tackle business issues.Apply technical skills to...

  • Financial Manager

    1 week ago


    London, Greater London, United Kingdom Sagen Advisory Full time

    About Sagen Advisory:Sagen Advisory is a dynamic and growing business with a strong presence in the UK and US markets. We are seeking a highly skilled and experienced Finance and Operations Manager to join our team.Job Title: Finance and Operations ManagerJob Summary:Assist the Chief Financial Officer (CFO) in managing accounting practices, budgeting...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking a highly skilled Accounting Executive to join our team at Financial Divisions. As an Accounting Executive, you will be responsible for providing financial guidance and support to our business.Key Responsibilities:Manage all accounting tasks in support of our financial advisory services.Monitor sales and purchase ledgers, and ensure...


  • London, Greater London, United Kingdom Montgomery Advisory Full time

    Job SummaryWe are seeking a highly skilled Corporate Lawyer with a focus on the energy sector to join our team at Montgomery Advisory. As a key member of our corporate energy team, you will play a critical role in advising clients on a wide range of corporate matters, including public takeovers, private M&A, private equity, and ECM across various...


  • London, Greater London, United Kingdom A F S FINANCIAL MANAGEMENT LIMITED Full time

    Join AFS Financial Management, a well-established and knowledgeable team of financial experts, as we look to enhance our workforce. We are in search of a skilled Paraplanner or Financial Adviser to deliver both technical and administrative assistance while engaging in the comprehensive financial planning process.Key Responsibilities:Support in the creation...