Financial Advisor- Warsaw based

JR United Kingdom; Ipswich; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial advisory firm is seeking a Wealth Manager to elevate their career in a supportive environment. The role involves managing a diverse portfolio of high-net-worth clients, providing bespoke financial strategies, and enjoying opportunities for continuous growth and professional development. With a strong sales acumen and an analytical mindset, you'll thrive in this vibrant organization dedicated to enhancing client financial wellbeing.

Benefits

Career Growth Opportunities

Comprehensive Training Programs

Competitive Commission Structure

Opportunity for Chartered Qualifications

Advanced IT Support

Qualifications

• Degree or equivalent experience in relevant fields.
• Proven sales experience with clients.
• Strong service focus and analytical skills.

Responsibilities

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

Skills

Numerical Skills

Analytical Skills

Sales Acumen

Client Relationship Management

Attention to Detail

Education

Degree in Business, Finance, Economics, or Management

Job description

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Financial Advisor- Warsaw based, ipswich

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Client:

deVere Group

Location:

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!