M&A and Project Finance Specialist

Digital Profiles; Comunidad Valenciana; Presencial; EUR 35.000 - 75.000; Jornada completa

Descripción de la vacante

Una organización líder en su sector busca un Planificador Financiero para trabajar con clientes en toda Europa. En esta emocionante posición, tendrás la oportunidad de asesorar a clientes sobre inversiones, planificación de jubilación y más, mientras disfrutas de un entorno de trabajo flexible que permite opciones de trabajo remoto. Con un sólido respaldo regulatorio y un equipo de apoyo excepcional, esta es una oportunidad única para aquellos que desean marcar la diferencia en el mundo de la gestión de patrimonio internacional. Ya sea que seas un planificador experimentado o un recién graduado, esta empresa ofrece un futuro prometedor.

Servicios

25 días de vacaciones + festivos

Horas de trabajo flexibles

Opción de trabajo remoto

Soporte completo de paraplanner interno

Equipo de marketing interno

Formación

• Mínimo 1 año de experiencia como Planificador Financiero.
• Historial comprobado en gestión de relaciones en servicios financieros.

Responsabilidades

• Asesorar a clientes sobre objetivos financieros a medio y largo plazo.
• Ofrecer asesoría en inversiones, planificación de jubilación y seguros.

Conocimientos

Gestión de Relaciones

Planificación Financiera

Generación de Nuevos Negocios

Atención al Cliente

Educación

Diploma RDR Nivel 4

Cualificación Chartered (ideal)

Descripción del empleo

Descripción del trabajo

As a leading organization in their sector with offices in the UK and across the globe, our Client have 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 areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.

Desired Skill & Experience

• A proven track record of success within an Advisory / Relationship Management capacity, within a financial services organisation 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 pro-active and entrepreneurial attitude that has lead the generation of new business, whilst 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 ?

• 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

Unique Proposition

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

Regulation

The most important USP for our client is their strong regulatory background, that has been with us 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, that is 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.