Wealth Manager

Client of Independent Resourcing Consultancy

Job Title: Financial Planner

Nationality: Any Nationality

Vacancy: 1 Vacancy

Job Description
As a leading organization in their sector with offices in the UK and across the globe, our Client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in Europe.
As a Financial Planner in Europe, you will be working alongside the Director of the European business. Working in a face-to-face capacity with European-wide clients, you will be advising clients on medium to longer-term financial objectives.
You will be responsible for offering advice covering areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skills & Experience

1. A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization such as a bank, brokerage, or IFA.
2. Transferable AUM and Active Client Base.
3. Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
4. A pro-active and entrepreneurial attitude that has led to the generation of new business while effectively maintaining client relationships in an efficient, holistic fashion.
5. At least 1 year of experience as a Financial Planner.

Benefits

1. Self-Employed with a competitive bonus scheme.
2. UAE Benefits.
3. Flexible working hours and the option to work from home/remotely.
4. Full support of an in-house paraplanner.
5. In-house marketing team to support any campaigns you wish to run.
6. In-depth training in Repatriation and clients returning with offshore solutions.