Financial Advisor- Warsaw based

JR United Kingdom; City of Edinburgh; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services company seeks an experienced Financial Advisor in Edinburgh to manage and enhance a high-net-worth clientele. This role offers extensive career growth opportunities, comprehensive training, and a supportive culture focused on your professional development. Ideal candidates will have a finance-related degree and proven sales experience.

Benefits

Competitive commission bonuses

Opportunity for further chartered qualifications

Diverse career opportunities and progression

Full product training

Comprehensive training for individuals and teams

Qualifications

• Degree or equivalent experience required.
• Proven experience in managing high-net-worth clients.
• Strong service focus and financial sales success.

Responsibilities

• Build and manage a client base of high-net-worth individuals.
• Deliver tailored wealth management solutions and strategies.
• Conduct comprehensive reviews to assess and address client needs.

Skills

Sales Acumen

Numerical Skills

Analytical Skills

Attention to Detail

Client Relationship Management

Education

Degree in Business, Finance, Economics, or Management

Tools

CRM Systems

Job description

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Financial Advisor- Warsaw based, edinburgh

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Client:

deVere Group

Location:

edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Experienced Financial Planner and Wealth Manager based in Warsaw

Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our Warsaw office. If you are passionate about growing your career, and willing to relocate to Poland, this is your chance!

At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.

Why Join Us?

- Career Growth: Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.

- Supportive Culture: Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.

- Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.

Key Responsibilities:

- Build and nurture a client base of high-net-worth individuals (B2C).

- Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.

- Identify and address personal and financial needs, delivering tailored wealth management solutions.

- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.

- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.

- Stay updated with legislative, financial, and procedural requirements, and ensure compliance.

- Perform general administrative duties as required.

Skills and Experience:

- Degree or equivalent experience in business, finance, economics, or management.

- Proven sales acumen with experience in face-to-face client interactions.

- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.

- Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.

- Reliable, professional, and a team player with a track record of delivering top-quality service.

- Proven financial sales success with a drive for targets and ambition.

Company Benefits:

- Opportunity to earn further chartered qualifications relevant to the industry.

- Diverse career opportunities and progression.

- Potential for transfers to different locations.

- Competitive commission bonuses with a transparent structure.

- Comprehensive individual and team training to support your development.

- Leading industry administration and compliance structures.

- Advanced IT & CRM systems and top-notch technical support.

- Full product training.

If you're excited by the prospect of a challenging and rewarding role, apply now to join our esteemed team!