Wealth Planner

Prestige IFA Jobs; Greater London; Teletrabalho; GBP 80 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Remuneration package

Incentives including international Con

Professional development

Resumo da oferta

Prestige IFA Jobs is seeking an experienced Wealth Manager or Financial Advisor to join an international firm serving expatriate clients across Europe and Dubai. You will advise on medium- to long-term financial strategies including investment planning and retirement solutions.

Ideal candidates have 3+ years UK wealth management experience, a current client book or AUM, and CISI/CII Level 4 qualifications, with fluent English and a client-facing, sales-driven mindset.

Qualificações

• 3+ years of experience in UK wealth management or financial advisory.
• Existing client book or AUM preferred.
• Background in client-facing, sales-driven advisory roles (not accounting or back-office finance).
• CISI / CII Level 4 qualification strongly preferred

Responsabilidades

• Build and manage a portfolio of expatriate clients.
• Provide tailored financial planning and investment advice.
• Develop long-term strategies covering wealth management and retirement planning.
• Actively grow your client base through networking and referrals.
• Maintain high professional standards in line with UK advisory expectations.

Conhecimentos

Fluent English

Client relationship

Sales ability

Formação académica

CISI / CII Level 4 (or equivalent)

Descrição da oferta de emprego

About the Firm

Our client is an independent financial advisory consultancy with an international footprint, operating across Spain, Geneva, and Dubai. Founded by UK-qualified financial advisers, the firm brings a modern, high-energy approach to the offshore wealth management space. With a strong reputation among expatriate clients, the business is focused on delivering high-quality, personalized financial planning and investment advice on a global scale.

International Wealth Manager Opportunity (Europe / Dubai)

This is an opportunity for experienced Wealth Managers or Financial Advisors to join a growing international firm serving expatriate clients. The role is best suited to professionals with an existing client base who are looking to develop their book further within a supportive, growth-oriented environment. You will be advising clients on medium- to long-term financial strategies, including investment planning, retirement solutions, and wealth structuring.

Why Join This Firm

Training & Qualifications

• Full support toward achieving Level 4 UK financial planning qualifications
• Ongoing professional development and advanced certifications
• Structured learning environment designed for long-term success

Earnings & Incentives

• Highly competitive remuneration structure
• Exceptional earning potential for top performers
• Regular incentives, including international conventions and rewards

Technology & Support

• Access to a bespoke CRM system built by experienced Wealth Managers
• Strong operational and management support
• Well-structured onboarding and selection process

Growth Opportunities

• Opportunity to be part of global expansion plans
• Potential to contribute to launching new offices internationally
• Clear career progression within a fast-growing brand

What You’ll Be Doing

• Build and manage a portfolio of expatriate clients
• Provide tailored financial planning and investment advice
• Develop long-term strategies covering wealth management and retirement planning
• Actively grow your client base through networking and referrals
• Maintain high professional standards in line with UK advisory expectations

Profile they will shortlist

• Minimum 3+ years of experience in UK wealth management or financial advisory
• Strong preference for candidates with an existing client book or AUM
• Background in client-facing, sales-driven advisory roles (not accounting or back-office finance)

Qualifications

• CISI / CII Level 4 (or equivalent) strongly preferred
• Commitment to achieving and maintaining professional qualifications

Skills & Attributes

• Entrepreneurial mindset with a strong drive to succeed
• Proven sales ability and target-driven approach
• Excellent communication and relationship-building skills
• Positive, self-motivated, and ambitious personality
• Fluent in English

Who This Role Suits

This opportunity is ideal for UK-qualified Financial Advisors who:

• Have experience working with expatriate clients
• Want to grow their AUM within an international environment
• Are looking for a firm that supports both performance and professional development
• Thrive in a client-facing, high-performance setting