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!