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Financial Advisor

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

United Kingdom

Offer summary

Qualifications:

Background in Financial Services, Desire for further Level 4 qualification, Fluent English proficiency, Proven sales ability, Experience as Independent Advisor or Wealth Manager.

Key responsabilities:

Evaluate and advise on financial objectives
Provide tailored advice to clients
Collaborate with marketing and coordination teams
Uphold high standards and undergo training
Engage face-to-face with clients regularly

Independent Resourcing Consultancy Human Resources, Staffing & Recruiting Scaleup http://www.ircfs.com/

11 - 50 Employees

See more Independent Resourcing Consultancy offers

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!