Investment Advisors, Wealth Planning - Guernsey

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial advisory firm is seeking experienced financial advisors to build their presence in Guernsey. The role involves recruiting new advisors and leveraging established operations in Jersey to drive growth. The ideal candidates will have recognized qualifications in investment advice and experience in wealth planning. An attractive commission-based remuneration package awaits successful candidates.

Qualifications

• Recognized qualification in giving investment advice is essential.
• Experience as an independent IFA or within a company offering investment advice is required.
• RDR level 6 is desirable but not mandatory.

Responsibilities

• Recruit financial advisors to establish and grow the company’s presence in Guernsey.
• Leverage the company’s established operations in Jersey as a selling point.

Skills

Investment advice

Wealth planning

Client relationship management

Education

Recognized qualification in giving investment advice

RDR level 6 (desirable)

Job description

Overview

Our client is a growing Channel Islands based organisation specializing in offering investment advisory services in numerous 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 build their presence in the Island.

Responsibilities

• Recruit financial advisors to establish and grow the company’s presence in Guernsey.
• Leverage the company’s established operations in Jersey as a selling point to potential clients and support rapid growth in Guernsey.

Qualifications

• Recognized qualification in giving investment advice.
• Experience as an independent IFA or with an established company offering investment advice and wealth planning.
• RDR level 6 would be desirable.

Remuneration

An excellent remuneration package based on commission awaits successful candidates.

How to apply

To find out more please send your details to Steve Kail at [e-mail]

About AP Group / Data protection

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