This listing was posted on Manatal ATS.
Financial Advisor - UK
Location:
St. Albans, Herts
Description:
Financial Advisor About Our Client: Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace. Why Choose Our Client: Our client is committed to providing the key competencies for success in a Wealth Management career. They operate a rigorous selection process to ensure that their team delivers exceptional services. All employees are dedicated to gaining the knowledge and skills required to provide world-class financial planning and wealth management services to expatriates worldwide. Key Responsibilities: - Evaluate and advise on medium to longer-term financial objectives in areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.- Work in a face-to-face capacity with clients, providing specific advice tailored to nationality and location.- Collaborate with marketing, coordination, and paraplanning teams for day-to-day client meetings.- Uphold high standards and undergo ongoing training to meet both client and company expectations. What Our Client Values: - Solid interest in building or advancing a career in Financial Services.- Willingness to learn, with a minimum strive for Level 4 qualification.- High-quality professional communication skills.- Success and target-driven mindset.- Positive self-motivation.- Desire to be part of a firm with a strong reputation and a growing global brand.- Fluent English proficiency, proven sales ability, and an entrepreneurial mindset. Benefits: - Very competitive remuneration with exceptional earnings for top achievers.- Regular incentives, including international conventions.- Potential opportunity to be part of aggressive global expansion plans and open new offices globally. Important Note: Ideally, candidates should already have existing AUM/book of existing clients.If you have prior experience as an Independent Advisor or Wealth Manager, or if you're looking to take the next step in your career, this is a unique opportunity to join a dynamic team and contribute to the success of a reputable and growing firm.Apply now to be part of our client's exciting journey in reshaping the landscape of Wealth Management!
Company:
Click And Connect Online
Posted:
March 22 on Manatal ATS
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More About this Listing: Financial Advisor - UK
Financial Advisor - UK is a Accounting & Finance Financial Advisor Job at Click and Connect Online located in St. Albans HRT. Find other listings like Financial Advisor - UK by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Financial Advisor - UK is a Accounting & Finance Financial Advisor Job at Click and Connect Online located in St. Albans HRT. Find other listings like Financial Advisor - UK by searching Oodle for Accounting & Finance Financial Advisor Jobs.