Job summary
As a leading organization in their sector with offices in the UK and across the globe, our Client have developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe. Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offer a truly unique proposition in the international wealth management space. With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.
Qualifications
- A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation such as a bank, brokerage or IFA.
- Transferable AUM and Active Client Base
- Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
- At least 1 year experience as a Financial Planner.
Responsibilities
- Advising clients on medium to longer term financial objectives.
- Offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
Skills
- Pro-active and entrepreneurial attitude that has lead the generation of new business, whilst effectively maintaining client relationships in an efficient, holistic fashion.
Benefits
- UAE Benefits
- Flexible working hours and the option to work from home/ remotely
- Full support of an in-house paraplanner
- In-house marketing team to support any campaigns you wish to run
- In depth training in Repatriation and clients returning with offshore solutions
