Financial Planner

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition that 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, advising clients on medium to longer term financial objectives in a face-to-face capacity. Your responsibilities will include offering areas of advice covering lump sum investments, retirement planning, life insurance, and general estate tax planning.

Key Requirements:

• A proven track record of success within an advisory/relationship management capacity, within a financial services organization such as a bank, brokerage, or IFA.
• Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.
• Transferable AUM and active client base.
• A proactive and entrepreneurial attitude that has led to the generation of new business, while effectively maintaining client relationships in an efficient, holistic fashion.
• At least 1 year experience as a Financial Planner.

Benefits:

• Self-employed split of business OR employed with a competitive basic salary + bonus scheme.
• 25 days holiday + bank holidays.
• 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.

Why Choose Our Client?

• Strong regulatory background in multiple jurisdictions.
• Global presence.
• Full training and support, including funding of external CII, CISI, and LIBF qualifications.
• Industry-leading investment proposition.
• Support with lead generation via business development, research, and marketing teams.
• Full paraplanning and admin support.
• Flexible working and infrastructure.
• Self-employed and employed adviser options available.

Join Our Client's Team and Unlock Your Potential

Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers 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 while living in some of the most amazing places in the world.

Regulatory Background:

The most important USP for our client is their strong regulatory background, which has been with them since inception. They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.

Compliance:

Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.

Investment Committee:

They have an industry-leading investment proposition, constantly reviewed by their investment committee. Their investment philosophy is based on four key principles: consistency, long-term growth, quality investments, and diversification.

Operational Support:

Their advisers are supported by a large operations team, who handle queries from providers, trustees, and clients to ensure the smooth issuance of new business advice.

Business Development:

Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK-based marketing team, who create brochures, sales aids, advertising campaigns, and much more.

Team Ethos:

Often overlooked, they have a strong team ethos. Their advisers, BDMs, and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.