Financial Advisor Europe

Prestige IFA jobs; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advising firm in the City of Westminster seeks experienced Independent Financial Advisers (IFAs) to provide comprehensive financial planning to clients. The ideal candidates will have at least 3 years of relevant experience and will be adept at fostering long-term relationships. The firm offers a competitive salary, a full product range, and solid training opportunities. If you have a transferable book of business and thrive in a sales-driven environment, this could be the right role for you.

Benefits

Flexible pension plan

Generous fringe benefits

Financial support for further education

Qualifications

• Minimum of 3 years experience in a client-facing financial advisory role.
• Experience in building long-term relationships with clients.
• Ability to provide independent financial advice across a wide range of products.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Work with a full suite of domestic and international product solutions.
• Develop and maintain long-term client relationships.

Skills

Client relationship management

Sales experience

Independent financial advice

Education

Relevant financial qualifications

Job description

Our highly regulated client believe that their clients’ financial planning stands at the heart of everything they do. No matter where your clients may be on life’s journey, they can help plan for the major objectives that they may have. From buying property and educating their children, to protecting their family against illness, accident and death, all the way through to enjoying a comfortable retirement and eventually passing their wealth to their chosen beneficiaries.

Founded in 2010 and with a strong team encompassing advice, asset management, client servicing, administration and compliance they are able to cater for all of their clients’ needs in one place. Also, resting underneath stringent Swiss/ EU regulation and compliance allows for complete peace of mind.

EU financial regulation (MiFID II) facilitates the harmonisation and cross border activity through the process of passporting into EU countries. Our client can currently passport into: Austria, Belgium, Bulgaria, Cyprus, Czech republic, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, Netherlands, Norway, Poland, Portugal, Slovakia, Spain, Sweden, Slovenia and Romania. Also included is an EU insurance Distribution Directive (IDD) license, FINMA Switzerland and FCA license for the UK.

Job Description

Being a part of the firm

Would you like to work for a company that systematically supports your development, enhances your career opportunities and compensates you with a competitive salary that is based on your performance? Would you like to have a flexible pension plan and generous fringe benefits with full administration and technical support?

Full Suite of Domestic & International Product Range

Feel you are tied to a restrictive product range and can’t always provide your clients with truly independent advice? MWC Group with our vast range of Swiss and International partners supports it’s advisers by providing them with a truly ‘whole of market’ suite of product solutions, in the area of health care, wealth management, insurance and trust products.

Additional Information

Compensation

They aim to provide highly competitive pay levels over the long term. Our banding system rewards dedication and hard work by building long-term client relationships. Our client is open to negotiate a salary package with the right individuals,

• Employer safeguards against accidents, sickness or pregnancy
• Travel and general business expenses are tax deductible against salary
• Discounts on insurance products savings plans & mortgage products

Solid training, targeted further education

Our client promotes your professional career by financially supporting and allowing time for the pursuit of external further education and training.

Please note: This position would typically suit experienced and qualified IFA candidates with at LEAST 3 years experience, and preferrably a transferable book of business. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales experience.