Financial Advisor

Job title:

Financial Advisor

Company

Independent Resourcing Consultancy

Job description

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

Expected salary

Location

St Albans

Job date

Thu, 31 Oct 2024 23:29:45 GMT

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