International Wealth Advisor – Paris for Expats

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

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.