Senior Financial Adviser

James & Partners; Annecy; Hybrid; EUR 65,000 - 95,000; Full time

Job summary

James & Partners Talent is seeking a Financial Advisor for an established international wealth management business focused on UK nationals in Europe. Based in Annecy, you will manage existing clients while actively attracting new business and growing assets under advice.

You will collaborate with tax, pension and investment specialists, supporting cross-border planning between France and the UK in a structured advisory platform.

Qualifications

• Experience providing regulated financial advice to private clients.
• Proven ability to win clients, develop referrals and convert enquiries into business.
• Strong organisation, communication and digital record-keeping skills.
• Knowledge of investment planning, pensions, risk assessment and suitability.
• Experience advising UK clients; expatriate or cross-border exposure.
• Knowledge of the French financial-planning environment is a plus.

Responsibilities

• Develop new client relationships through marketing enquiries, referrals and networks.
• Convert enquiries into financial-planning engagements and ongoing advisory relationships.
• Review clients’ circumstances and portfolios to identify opportunities for investment.
• Collaborate with tax, pension and investment specialists for cross-border planning.
• Explain retirement income options, investment structures and succession planning.
• Maintain accurate client records and follow-ups.
• Coordinate with French regional and central enquiry teams to progress opportunities.
• Build relationships that generate repeat business and referrals.

Education

Level 4 Diploma in Financial Planning or Regulated Financial Planning

Level 6 qualifications / Chartered status

Job description

James & Partners Talent is recruiting a Financial Advisor for an established international wealth management business specialising in financial planning for British nationals living in, moving to and returning from Europe.

Based in Annecy, you will join the firm’s French advisory operation, combining responsibility for existing client relationships with a clear focus on attracting new clients and growing assets under advice. The opportunity offers an established professional platform, company-generated enquiries and access to specialist technical support.

The client proposition brings together investment planning, pensions, tax and estate planning, with particular emphasis on the interaction between clients’ UK financial affairs and their lives in France.

The role

• Develop new client relationships through marketing enquiries, referrals and your own professional networks.
• Convert enquiries into financial-planning engagements and ongoing advisory relationships.
• Review existing clients’ circumstances, objectives and portfolios, identifying suitable opportunities for additional investment.
• Work with tax, pension and investment specialists on financial-planning needs involving both France and the UK.
• Help clients understand their options around retirement income, investment structures and succession planning.
• Maintain clear suitability records, accurate client information and consistent follow-up.
• Work closely with the French regional team and central enquiry team to progress opportunities.
• Build relationships that generate repeat business and introductions over time.

Your background

• A minimum Level 4 Diploma in Financial Planning or Regulated Financial Planning.
• Level 6 qualifications or Chartered status would be advantageous.
• Experience providing regulated financial advice to private clients.
• A demonstrable record of winning clients, developing referrals and converting enquiries into business.
• Sound knowledge of investment planning, pensions, risk assessment and suitability.
• Experience advising UK clients; expatriate or cross-border experience would be particularly relevant.
• Knowledge of the French financial-planning environment would be beneficial.
• Strong organisation, communication and digital record-keeping skills.

The opportunity

You will have access to existing client relationships, marketing support, paraplanning, administration and specialist technical teams. Structured induction, mentoring and continuing development support advisors as they establish themselves within the business.

There is no requirement to bring a transferable client book.

The position is linked to the Annecy office and combines office contact with client meetings and home working where appropriate. Travel and working patterns depend on the client base. It is not a fully remote appointment.