International Wealth Management Professional
1 month ago
We are seeking a skilled and experienced Financial Planner to join our team in Europe. As a key member of our organization, you will be responsible for advising clients on medium to longer term financial objectives.
Responsibilities- Offering advice on areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
- Working alongside the Director of the European business to develop a unique advice proposition that meets the needs of our clients.
- A proven track record of success within an Advisory / Relationship Management capacity, with a minimum qualification of Level 4 RDR UK Diploma (or equivalent if not UK based). Ideally Chartered.
- Transferable AUM and Active Client Base.
- A pro-active and entrepreneurial attitude that has led to the generation of new business while maintaining client relationships.
- At least 1 year experience as a Financial Planner.
- 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.
Estimated Salary: £60,000 - £80,000 per annum
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