Financial Services Career Advancement Opportunity
3 weeks ago
We are an independent financial advisory consultancy dedicated to securing our clients' financial futures. Founded by UK-qualified financial advisers, we offer a fresh and dynamic approach that sets us apart in the offshore marketplace.
Our client selection process ensures exceptional services from our team of professionals. All employees are committed to gaining the knowledge and skills required to provide world-class financial planning and wealth management services worldwide.
Job DescriptionAs a Financial Advisor, you will 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 and inheritance tax planning.
You will work closely with clients, providing tailored advice based on their nationality and location. Collaboration with marketing, coordination, and paraplanning teams is also essential for day-to-day client meetings.
A high level of professionalism and ongoing training are expected to meet both client and company expectations.
Requirements- Solid interest in advancing a career in Financial Services
- Willingness to learn, with a minimum strive for Level 4 qualification
- High-quality professional communication skills
- Success-driven mindset
- Positive self-motivation
This position offers very competitive remuneration, with exceptional earnings potential for top performers. Regular incentives and international conventions are also part of the package.
The opportunity to be part of aggressive global expansion plans and open new offices globally is available.
Candidates should have existing AUM or a book of existing clients. If you have prior experience as an Independent Advisor or Wealth Manager, this could be your next step in your career.
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