Financial Planning Expert in European Markets
4 weeks ago
Company Overview
Click and Connect Online Limited is a leading organization in the international wealth management space, with offices in the UK and across the globe. They have developed a unique advice proposition that has led to a significant increase in client demand as they expand their presence in Europe.
Salary
The salary for this role is estimated at £60,000 - £80,000 per annum, depending on experience. This figure is competitive with industry standards and reflects the company's commitment to attracting and retaining top talent.
Job Description
This is an exciting opportunity for a Financial Planning Expert to join Click and Connect Online Limited's European team. As a Financial Planner in Europe, you will work alongside the Director of the European business, advising clients on medium to longer term financial objectives. Your areas of expertise will include lump sum investment, retirement planning, life insurance, and general estate tax planning.
Key Responsibilities
- Offer holistic financial planning services to European clients, including investment and risk management advice.
- Develop and maintain strong relationships with clients, understanding their needs and goals.
- Work closely with the Director of the European business to develop and implement new business strategies.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
Required Skills and Qualifications
- A proven track record of success in an advisory or relationship management capacity within a financial services organization.
- A Level 4 RDR UK Diploma (or equivalent) minimum qualification.
- Transferable AUM and active client base.
- A proactive and entrepreneurial attitude, with a proven ability to generate new business while maintaining existing client relationships.
- At least one year of 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.
Others
Click and Connect Online Limited offers a unique proposition in the international wealth management space. Whether you are an experienced Financial Planner looking for a new challenge or have recently graduated from university, we offer a truly unique opportunity to create a future to be proud of, while living in some of the most amazing places in the world.
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