Financial Advisor- Warsaw based

JR United Kingdom; Reading; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading financial services firm seeks an experienced Financial Advisor based in Warsaw, focusing on high-net-worth clients. This role offers extensive training and opportunities for career advancement, alongside the chance to tailor personalized wealth management strategies. Ideal candidates will have proven sales abilities and strong analytical skills.

Benefits

Opportunity for chartered qualifications

Competitive commission bonuses

Comprehensive training programs

Potential for location transfers

Leading IT and technical support

Qualifications

• Proven experience in managing high-net-worth individuals and their financial needs.
• Strong service focus and exceptional detail orientation.
• Proven record of delivering top-quality service in a financial advisory setting.

Responsibilities

• Build and nurture a client base of high-net-worth individuals.
• Manage client portfolios and deliver tailored wealth management solutions.
• Conduct comprehensive reviews and ensure compliance with financial legislation.

Skills

Sales acumen

Client interaction

Numerical skills

Analytical skills

Attention to detail

Education

Degree in business, finance, economics, or management

Job description

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Financial Advisor- Warsaw based, reading

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Client:

deVere Group

Location:

reading, 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!