Financial Services Expert
16 hours ago
Company Overview
Our client is an independent financial advisory consultancy dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach in the offshore marketplace.
Job Summary
We are seeking a skilled Advisor Financial Services to evaluate and advise on medium to longer-term financial objectives in areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.
Key Responsibilities
- Evaluate and advise on medium to longer-term financial objectives
- Develop and implement financial plans tailored to individual needs
- Collaborate with clients to understand their goals and risk tolerance
Requirements
- High standards and ongoing training to meet client and company expectations
- Solid interest in building or advancing a career in Financial Services
- High-quality professional communication skills
- Desire to be part of a firm with a strong reputation and growing global brand
- Fluent English proficiency, proven sales ability, and entrepreneurial mindset
Benefits
A competitive salary of $80,000 - $120,000 per year, depending on experience, offers the opportunity to work with a prestigious client and advance your career in Financial Services.
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