Financial Advisor – Paris, France

Prestige IFA Jobs; Paris; Sur place; EUR 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Relocation assistance

Visa sponsorship

Commission structure

Professional development

Résumé du poste

Prestige IFA Jobs in Paris, France seeks an experienced Wealth Management Advisor to deliver holistic financial planning for British and international expatriates living in France. The role focuses on cross-border wealth strategies, pension considerations, and regulatory compliance within a dynamic global framework.

The ideal candidate brings UK certifications and 2–3 years of advisory experience, with a proven ability to grow an international client book and navigate expatriate needs.

Qualifications

• UK financial advisory certifications (DipPFS, CISI Level 4, CFP or equivalent) required
• 2–3 years of direct client advisory experience in financial services
• Solid understanding of investment products, pension schemes, and wealth planning
• Outstanding interpersonal and communication abilities
• Experience with international or expatriate clientele is highly valued

Responsabilités

• Advise clients on wealth management strategies, investment portfolios, and retirement planning
• Cultivate a strong client base through relationship-focused advisory services
• Perform detailed financial assessments and needs analysis for each client
• Design personalised financial strategies that align with client goals and risk profiles
• Specialise in cross-border financial matters and international investment structures
• Support clients with UK pension consolidation, QROPS transfers, and tax-efficient planning
• Ensure strict adherence to regulatory obligations and internal compliance policies

Description du poste

Our client, a prestigious international wealth management firm, is seeking experienced Wealth Management Advisors to provide holistic financial planning services to British and international expatriates living in France.

LocationLocation:Paris, France. This is aninternational expatriate opportunityfor qualified financial advisors seeking to work with a global client base from a dynamic overseas market.About the RoleAn established financial advisory firm in Paris, France is seeking a talented Financial Advisor France to join their team. The role involves delivering strategic wealth management and financial planning advice to clients from around the world. Paris offers an exciting blend of professional opportunity and excellent quality of life.

Key Responsibilities

• Advise clients on wealth management strategies, investment portfolios, and retirement planning
• Cultivate a strong client base through relationship-focused advisory services
• Perform detailed financial assessments and needs analysis for each client
• Design personalised financial strategies that align with client goals and risk profiles
• Specialise in cross-border financial matters and international investment structures
• Support clients with UK pension consolidation, QROPS transfers, and tax-efficient planning
• Ensure strict adherence to regulatory obligations and internal compliance policies

Qualifications & Requirements

• Relevant UK financial advisory certification (DipPFS, CISI Level 4, CFP or equivalent required)
• At least 2-3 years of direct client advisory experience in financial services
• Solid understanding of investment products, pension schemes, and wealth planning
• Outstanding interpersonal and communication abilities
• Previous experience with international or expatriate clientele is highly valued
• Dedication to ongoing learning, professional growth, and regulatory standards

What's on Offer

• Lucrative commission structure with unlimited earning potential
• Continuous professional development and training programmes
• Relocation assistance and visa sponsorship available for the right candidate
• Chance to develop a truly international client book
• Comprehensive administrative and compliance support
• Clear career advancement path within an expanding global organisation

About Paris, France

Paris has established itself as an important financial hub with a vibrant expatriate community. Professionals based here benefit from excellent infrastructure, a favourable tax regime, and strong networking opportunities within the global financial services industry.

Apply for This Position

Are you a qualified Financial Advisor France looking for your next move in Paris, France? The firm is accepting applications. Send your CV and covering letter outlining your experience and why you are suited to this role.

Please note: Applicants should have at least three (3) years' client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII Level 4, or equivalent).

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).