Financial Advisor (European Economic Area)

Prestige IFA Jobs; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A prestigious financial services firm is seeking Investment Advisory Wealth Managers to join their team. Ideal candidates will manage diverse investment portfolios and provide personalized financial advice, leveraging a strong corporate culture focused on career development. This position offers extensive training and clear pathways for advancement in the rapidly evolving wealth management sector.

Benefits

Opportunities for chartered qualifications

Transparent commission structure with bonuses

Comprehensive training programs

Engaging client and employee events

Qualifications

• Experience with high net worth clients preferred.
• Willingness to pursue advisory qualification.
• Familiarity with investment products is advantageous.

Responsibilities

• Cultivate and manage a diverse portfolio of wealth management clients.
• Expand assets under management by identifying financial needs.
• Monitor market trends to recommend suitable financial products.

Skills

Numerical skills

Analytical skills

Attention to detail

Trustworthiness

Collaboration

Judgment

Sales track record

Ambition

Education

Bachelor’s degree in business, finance, economics or related field

UK level 4 advisory qualification

Job description

• A generous and high-earning pay structure across all products. USD / Month
• Salary: A generous and high-earning pay structure across all products.

Our valued client is renowned for its steadfast commitment to sustainability, its accolades, and its profound influence on the financial well-being of individuals. Currently, they are seeking Investment Advisory Wealth Managers to join them in their journey of expansion and progress in the following EEA Regions: Austria, Belgium, Bulgaria, Croatia, Republic of Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain and Sweden.

In this capacity, you will have the opportunity to oversee a diverse array of portfolios, supported by comprehensive training programs, avenues for career advancement, and a corporate culture that prioritizes professional development under the guidance of our CEO, who places a strong emphasis on continual training and career support.

At the core of our operations lies a culture centered on diligence, support, and the pursuit of excellence in career trajectories. We are a dynamic and ambitious organization experiencing rapid growth, actively seeking individuals eager to embrace our journey of evolution.

Our primary commitment is to provide personalized, independent financial advice to each client. As a Wealth Manager, you will play a pivotal role in guiding individual clients through their financial endeavors. Additionally, leveraging our cross-border licenses and cutting-edge industry tools, you will offer tailored financial counsel to meet the unique needs of our global clientele.

Key Responsibilities:

• Cultivate and manage a diverse portfolio of wealth management clients (B2C).
• Foster enduring client relationships through personalized advisory services and consistent communication.
• Expand assets under management (AUM) by identifying financial needs and presenting suitable solutions.
• Monitor market trends and client circumstances to recommend appropriate financial products and services.
• Offer personalized advice across various wealth avenues, including Lump Sum Investments, Fixed-Income Products, Global Funds, and more.
• Adhere to regulatory and quality standards while staying abreast of industry developments.

Required Skills:

• Bachelor’s degree in business, finance, economics, or related field preferred.
• Strong numerical and analytical skills with keen attention to detail.
• UK level 4 advisory qualification or willingness to pursue.
• Prior experience with high net worth clients preferred.
• Familiarity with investment products such as offshore investments, bonds, or pension products advantageous.
• Trustworthy, professional, and collaborative team player committed to exceptional service.
• Sound judgment and risk analysis capabilities.
• Demonstrated track record in financial sales.
• Ambitious, target-driven, and goal-oriented.

Company Benefits:

• Opportunities for industry-relevant chartered qualifications.
• Diverse career pathways and mobility across locations.
• Transparent commission structure with competitive bonuses.
• Comprehensive individual and team training programs.
• Engaging client and employee events.

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. 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 aspirations