Financial Advisor- Warsaw based

JR United Kingdom; Wakefield; On-site; GBP 30,000 - 60,000; Full time

Job summary

A leading wealth management firm seeks an Experienced Financial Advisor based in the UK. Join a supportive culture focused on career growth and professional development while managing high-net-worth clients. This role offers diverse portfolio management responsibilities, comprehensive training, and competitive commission bonuses.

Benefits

Comprehensive training

Leading industry compliance structures

Opportunity for further qualifications

Diverse career progression opportunities

Competitive commission structure

Qualifications

• Proven sales experience with face-to-face client interactions.
• Experience managing high-net-worth clients and understanding investments.
• Reliable, professional, team-oriented with a track record of delivering top-quality service.

Responsibilities

• Build and nurture a client base of high-net-worth individuals.
• Manage and support client portfolios, delivering tailored wealth management solutions.
• Ensure compliance with legislative and procedural requirements.

Skills

Analytical skills

Attention to detail

Numerical skills

Client relationship management

Sales experience

Service focus

Education

Degree in business, finance, economics, or management

Job description

Financial Advisor - Warsaw based, Wakefield

Client:

deVere Group

Location:

Wakefield, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

31.05.2025

Expiry Date:

15.07.2025

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 eager to contribute to this journey.

Why Join Us?

• Career Growth: Manage a diverse and extensive portfolio with 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: Use a consultative process to tailor personalized strategies addressing clients' complex needs.

Key Responsibilities:

• Build and nurture a client base of high-net-worth individuals (B2C).
• Manage and support client portfolios, 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.
• Ensure compliance by staying updated with legislative, financial, and procedural requirements.
• Perform general administrative duties as required.

Skills and Experience:

• Degree or equivalent experience in business, finance, economics, or management.
• Proven sales experience with face-to-face client interactions.
• Strong service focus with excellent numerical, analytical, and attention-to-detail skills.
• Experience managing high-net-worth clients and understanding investments, offshore solutions, and pension plans.
• Reliable, professional, team-oriented, with a track record of delivering top-quality service.
• Proven success in financial sales with a target-driven approach.

Company Benefits:

• Opportunity to earn further industry-relevant chartered qualifications.
• Diverse career opportunities and progression.
• Potential transfers to different locations.
• Competitive commission bonuses with a transparent structure.
• Comprehensive training to support your development.
• Leading industry administration and compliance structures.
• Advanced IT & CRM systems with top 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!

Please note: If you do not hold a passport for the country of the vacancy, you might need a work permit. Check our Blog for more information.

Bank or payment details should not be provided when applying. All applications should be made via the 'Apply now' button.

Created on 31/05/2025 by JR, United Kingdom