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Investment Advisors, Wealth Planning - Guernsey

jobs.jerseyeveningpost.com-job boards

Daliburgh

On-site

GBP 30,000 - 60,000

Full time

20 days ago

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Job summary

A growing Channel Islands-based organization is seeking financial advisors to establish their presence in Guernsey. Candidates should have an established client network and relevant qualifications in investment advisory services. An excellent commission-based remuneration package is offered.

Qualifications

  • Established network of investment advisory clients.
  • Experience as an independent IFA or with an established company.
  • Recognized qualification in giving investment advice.

Skills

Investment advisory
Client relationship management

Education

RDR level 6 qualification

Job description

Our client is a growing Channel Islands-based organization specializing in offering investment advisory services in various financial areas. These include wealth planning, financial security, pension planning, treasury services, and mortgage services. For their new Guernsey operation, we are helping them recruit financial advisors to establish their presence on the Island.

Candidate Requirements:
  1. Ideally, candidates should have an established network of investment advisory clients and be able to bring these clients with them.
  2. Experience with the company's well-respected operations in Jersey will be a significant advantage.
  3. Candidates should possess a recognized qualification in giving investment advice, with experience either as an independent IFA or with an established company offering investment advice and wealth planning. RDR level 6 qualification would be desirable.
Remuneration:

An excellent remuneration package based on commission awaits successful candidates.

Application Process:

To find out more, please send your details to Steve Kail at steve.kail@ap-executive.com.

Additional Information:

AP Group is acting as an introductory service regarding this vacancy. By submitting your CV for consideration, you consent to its retention for the purpose of securing employment. All information provided will be protected under Data Protection Laws, as detailed in our privacy policy: https://www.apgroupglobal.com/privacy-notice/.

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