Job Description

My client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future. They currently have a a great opportunity for experienced advisors from want to be based in the UK, but perhaps do international business around the globe.

Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.
This opportunity is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your career?

The right candidate will have access to exclusive international and local solutions to independently advise and service their clients.
Working in a face to face capacity with clients, you will be evaluating and advising on medium to longer term financial objectives. The advice will be specific to nationality and location and cover such areas as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.

Their Wealth Managers work closely with their marketing, coordination and paraplanning teams who will assist them with their day to day client meetings.

Each of of our clients team is held to high standards and are given ongoing training to ensure they meet both your and their standards.
You will also be given access to my clients bespoke CRM system that is created in-house by previous Wealth Managers.

Roles & Responsibilities:

• Representing my client’s Financial Consultant Team
• Financial Planning Analysis
• Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.
• Pursuing new client relationships.
• Lead and manage a Business Development Manager /Para-planner.
• Lending your strengths toward achieving the shared business vision in collaboration with the internal team.

What do they value:

• Solid interest in building or furthering a career in Financial Services
• High quality professional communicators
• Success and target driven
• Positive self-motivators

Candidates must meet the UK’s minimum regulatory standards, have proven sales ability and an entrepreneurial mindset
Very Competitive remuneration with exceptional earnings for top achievers. Regular incentives, including international conventions.
Further potential opportunity to be a part of the aggressive expansion plans and open new offices globally.

VERY IMPORTANT – Ideally this candidate already has existing AUM/book of existing clients.

Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession for RDR UK qualified IFA’s  Please only apply if you have the required wealth management experience. 

More at https://www.ifa-jobs.com/job/wealth-manager-london/

Skills Required