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Financial Advisor
2 months ago
About OurClient:
Our client a borderlessand independent financial advisory consultancy is dedicated tosecuring their clients financial futures. Founded by UKqualifiedfinancial advisers they offer a fresh and dynamic approach thatsets them apart in the offshore marketplace.
Why Choose OurClient:
Our client is committedto providing the key competencies for success in a WealthManagement career. They operate a rigorous selection process toensure that their team delivers exceptional services. All employeesare dedicated to gaining the knowledge and skills required toprovide worldclass financial planning and wealth managementservices to expatriates worldwide.
KeyResponsibilities:
Evaluate andadvise on medium to longerterm financial objectives in areas suchas Lump Sum Investing Retirement Planning Education Fee FundingLife Insurance and General Estate & Inheritance TaxPlanning.
Work in a facetoface capacity withclients providing specific advice tailored to nationality andlocation.
Collaborate with marketingcoordination and paraplanning teams for daytoday clientmeetings.
Uphold high standards and undergoongoing training to meet both client and companyexpectations.
What Our ClientValues:
Solid interest inbuilding or advancing a career in Financial Services.
Willingness to learn with a minimum strive for Level 4qualification.
Highquality professionalcommunication skills.
Success and targetdrivenmindset.
Positive selfmotivation.
Desire to be part of a firm with a strong reputation anda growing global brand.
Fluent Englishproficiency proven sales ability and an entrepreneurialmindset.
Benefits:
Very competitive remuneration with exceptional earnings for topachievers.
Regular incentives includinginternational conventions.
Potentialopportunity to be part of aggressive global expansion plans andopen new offices globally.
Important Note:
Ideally candidates should already have existing AUM/bookof existing clients.
If youhave prior experience as an Independent Advisor or Wealth Manageror if youre looking to take the next step in your career this is aunique opportunity to join a dynamic team and contribute to thesuccess of a reputable and growing firm.
Apply now to be part of our clientsexciting journey in reshaping the landscape of WealthManagement
Remote Work :
No
