Our client is an independent financial advisory consultancy with offices in Spain, Geneva, and Dubai.
Founded by UK qualified financial advisers, they offer a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.
WHY WORK WITH THIS COMPANY? Our client's main goal is to give you the key competencies to be successful in your Wealth Management career. They operate a well-supported selection process for all their employees to ensure that the company can deliver above and beyond their closest competitors.
They are proud that all their employees are totally dedicated to gaining the knowledge, skills, and expertise required to deliver a world-class financial planning and wealth management service to expatriates worldwide.
You will receive full support to achieve all the relevant qualifications alongside the highly recognised level 4 UK financial planning requirements and other further qualifications for those that want to pursue them. They would prefer their Wealth Managers to have already achieved Level 4 before joining the company.
Department:
Wealth Manager Project Location(s):
London Education:
Master’s Degree
WEALTH MANAGER This opportunity is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your career?
The right candidate will have access to exclusive international and local solutions to independently advise and service their clients.
Working in a face-to-face capacity with clients, you will be evaluating and advising on medium to longer-term financial objectives. The advice will be specific to nationality and location and cover such areas as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.
Our client’s Wealth Managers work closely with our marketing, coordination, and paraplanning teams who will assist them with their day-to-day client meetings.
Each of the company’s Management team is held to high standards and are given ongoing training to ensure they meet both your and our standards.
You will also be given access to a bespoke CRM system that is created in-house by previous Wealth Managers.
WHAT DOES THE COMPANY VALUE:
Solid interest in building or furthering a career in Financial Services
Those who are willing to learn – all our Wealth Managers must strive to be a minimum of level 4 qualified
High quality professional communicators
Success and target driven
Positive self-motivators
Want to be a part of a firm with an exceptionally strong reputation and growing global brand
Candidates must speak
Fluent English , have proven
sales ability
and an
entrepreneurial mindset .
Very competitive remuneration with exceptional earnings for top achievers. Regular incentives, including international conventions.
Further potential opportunity to be a part of the aggressive expansion plans and open new offices globally.
VERY IMPORTANT – Ideally this candidate already has existing AUM/book of existing clients.
Please note:
This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales and targets driven profession for RDR UK qualified IFA’s. Please only apply if you have the relevant industry experience.
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Founded by UK qualified financial advisers, they offer a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.
WHY WORK WITH THIS COMPANY? Our client's main goal is to give you the key competencies to be successful in your Wealth Management career. They operate a well-supported selection process for all their employees to ensure that the company can deliver above and beyond their closest competitors.
They are proud that all their employees are totally dedicated to gaining the knowledge, skills, and expertise required to deliver a world-class financial planning and wealth management service to expatriates worldwide.
You will receive full support to achieve all the relevant qualifications alongside the highly recognised level 4 UK financial planning requirements and other further qualifications for those that want to pursue them. They would prefer their Wealth Managers to have already achieved Level 4 before joining the company.
Department:
Wealth Manager Project Location(s):
London Education:
Master’s Degree
WEALTH MANAGER This opportunity is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your career?
The right candidate will have access to exclusive international and local solutions to independently advise and service their clients.
Working in a face-to-face capacity with clients, you will be evaluating and advising on medium to longer-term financial objectives. The advice will be specific to nationality and location and cover such areas as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.
Our client’s Wealth Managers work closely with our marketing, coordination, and paraplanning teams who will assist them with their day-to-day client meetings.
Each of the company’s Management team is held to high standards and are given ongoing training to ensure they meet both your and our standards.
You will also be given access to a bespoke CRM system that is created in-house by previous Wealth Managers.
WHAT DOES THE COMPANY VALUE:
Solid interest in building or furthering a career in Financial Services
Those who are willing to learn – all our Wealth Managers must strive to be a minimum of level 4 qualified
High quality professional communicators
Success and target driven
Positive self-motivators
Want to be a part of a firm with an exceptionally strong reputation and growing global brand
Candidates must speak
Fluent English , have proven
sales ability
and an
entrepreneurial mindset .
Very competitive remuneration with exceptional earnings for top achievers. Regular incentives, including international conventions.
Further potential opportunity to be a part of the aggressive expansion plans and open new offices globally.
VERY IMPORTANT – Ideally this candidate already has existing AUM/book of existing clients.
Please note:
This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales and targets driven profession for RDR UK qualified IFA’s. Please only apply if you have the relevant industry experience.
#J-18808-Ljbffr
