Financial Advisor - UK

Financial Advisor

About Our Client:

Our client a borderless and independent financial advisory consultancy is dedicated to securing their clients financial futures. Founded by UKqualified 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 worldclass financial planning and wealth management services to expatriates worldwide.

Key Responsibilities:

Evaluate and advise on medium to longerterm 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 facetoface capacity with clients providing specific advice tailored to nationality and location.

Collaborate with marketing coordination and paraplanning teams for daytoday 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.

Highquality professional communication skills.

Success and targetdriven mindset.

Positive selfmotivation.

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 youre 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 clients exciting journey in reshaping the landscape of Wealth Management!

Remote Work :

No