Senior Financial Consultant
3 weeks ago
As a seasoned financial planning consultant, you will be part of Prestige IFA Jobs' esteemed team, working closely with clients to provide expert financial guidance and support. Your role will involve analyzing clients' current financial situations and developing tailored plans to help them achieve their long-term goals.
Key Responsibilities:- Conduct in-depth financial planning analysis to identify areas for improvement and develop strategies for growth.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their confidence in the advisor team.
- Collaborate with the financial consultant team to schedule and attend client meetings, capturing evolving short-term and long-term client needs.
Requirements:
- Relevant industry qualifications, such as a level 4 qualification in Financial Services.
- Minimum three years' experience within wealth management or financial advisory, with no record of client dissatisfaction or regulatory sanctions.
- Proven track record in client relationship management and acquisition.
Benefits:
- USD 5,000+ per month, 50% gross commission, and a quarterly bonus based on AUM for selected individuals.
- International Financial Advisors with books of business are encouraged to apply.
Please note that this position is best suited for experienced and CISI/CII qualified UK investment advisory candidates, as most of the consumers served by Prestige IFA Jobs are EU and UK expatriates. A minimum of three years' experience working in the life insurance or wealth management business is a requirement. This position is not for individuals from the accounting/auditing or financial management profession.
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