- Remote work from anywhere in the world
- Guaranteed qualified meetings
- Flexible working hours
- A respected Swiss-regulated company with a strong reputation
- No micromanagement full professional autonomy
- Commission-based earnings with lead generation costs covered by us to help you grow your client base quickly
If youre client-focused self-motivated and ready to take your advisory career global wed love to hear from you.
Qualifications :
You need to be CISI / CII UL level 4 Diploma qualified.
Additional Information :
Responsibilities include:
- Offering financial planning support to clients.
- Assisting investment professionals in nurturing client relationships.
- Crafting accurate financial plans.
- Advising clients on optimal financial solutions for their medium to long-term plans.
Please note: This position would typically suit both experienced and qualified IFA candidates and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
Remote Work :
No
Employment Type :
Full-time
Remote work from anywhere in the worldGuaranteed qualified meetingsFlexible working hoursA respected Swiss-regulated company with a strong reputationNo micromanagement full professional autonomyCommission-based earnings with lead generation costs covered by us to help you grow your client base qui...
- Remote work from anywhere in the world
- Guaranteed qualified meetings
- Flexible working hours
- A respected Swiss-regulated company with a strong reputation
- No micromanagement full professional autonomy
- Commission-based earnings with lead generation costs covered by us to help you grow your client base quickly
If youre client-focused self-motivated and ready to take your advisory career global wed love to hear from you.
Qualifications :
You need to be CISI / CII UL level 4 Diploma qualified.
Additional Information :
Responsibilities include:
- Offering financial planning support to clients.
- Assisting investment professionals in nurturing client relationships.
- Crafting accurate financial plans.
- Advising clients on optimal financial solutions for their medium to long-term plans.
Please note: This position would typically suit both experienced and qualified IFA candidates and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.
Remote Work :
No
Employment Type :
Full-time
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