Financial Advisor

1 month ago

London, Greater London, United Kingdom Coleman Wealth Full time
Unlock Your Potential with Coleman Wealth

Coleman Wealth is a leading financial advisory firm with a global presence, offering a unique opportunity for experienced Independent Financial Advisors (IFAs) and Wealth Managers to join our dynamic team. As a key player in the wealth management industry, we are committed to providing exceptional financial solutions to our international clientele, with a strong focus on UK and European markets.

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. Pre-qualified leads to maximize your success.
  2. Market-leading income splits to reward your hard work and dedication.
  3. Greater income stream opportunities through our innovative approach.
  4. Regulatory footprint to support your business growth and collaboration.
  5. Flexibility on location to suit your work style.
  6. Relocation opportunities to expand your market reach.
  7. Dedicated relationship managers and admin support to enhance client satisfaction.
  8. Low-cost centralized investment proposition (CIP) with FCA-regulated discretionary fund managers.
  9. Managed portfolio service with diversified portfolios tailored to client risk profiles.
  10. Market-leading custody solutions to minimize costs.
  11. Bespoke portfolios to address client-specific financial goals.
  12. Performance simulation capability to mitigate client risk.
The Packages
  • Competitive compensation packages tailored to your preferences.
  • Flexibility to work remotely or in an office environment.
  • Opportunities for professional growth and development within a forward-thinking firm.
  • A supportive and collaborative work environment focused on excellence and client satisfaction.
  • No legacy issues, providing a clean slate for success.
Application Process

We are looking to onboard 5+ advisors each month across our target locations. If you are a dedicated and experienced financial advisor seeking a new challenge, we encourage you 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.

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