Financial Advisor

2 weeks ago

St Albans, United Kingdom Click and Connect Online Limited Full time

Financial Advisor

About Our Client:

Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace.

Why Choose Our Client:

Our client is committed to providing the key competencies for success in a Wealth Management career. They operate a rigorous selection process to ensure that their team delivers exceptional services. All employees are dedicated to gaining the knowledge and skills required to provide world-class financial planning and wealth management services to expatriates worldwide.

Key Responsibilities:

- 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.

- Work in a face-to-face capacity with clients, providing specific advice tailored to nationality and location.

- Collaborate with marketing, coordination, and paraplanning teams for day-to-day client meetings.

- Uphold high standards and undergo ongoing training to meet both client and company expectations.

What Our Client Values:

- Solid interest in building or advancing a career in Financial Services.

- Willingness to learn, with a minimum strive for Level 4 qualification.

- High-quality professional communication skills.

- Success and target-driven mindset.

- Positive self-motivation.

- Desire to be part of a firm with a strong reputation and a growing global brand.

- Fluent English proficiency, proven sales ability, and an entrepreneurial mindset.

Benefits:

- Very competitive remuneration with exceptional earnings for top achievers.

- Regular incentives, including international conventions.

- Potential opportunity to be part of aggressive global expansion plans and open new offices globally.

Important Note:

Ideally, candidates should already have existing AUM/book of existing clients.

If you have prior experience as an Independent Advisor or Wealth Manager, or if you're looking to take the next step in your career, this is a unique opportunity to join a dynamic team and contribute to the success of a reputable and growing firm.

Apply now to be part of our client's exciting journey in reshaping the landscape of Wealth Management

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