Jobs in Bournemouth, Grande-Bretagne

My client in Dubai is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential.

This opportunity in Dubai is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your career?

The right candidate will have access to exclusive international and local solutions to independently advise and service their clients.

Working in a face-to-face capacity with clients, you will be evaluating and advising on medium to longer-term financial objectives. The advice will be specific to nationality and location and cover areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.

My client’s Wealth Managers work closely with marketing, coordination, and paraplanning teams who will assist with their day-to-day client meetings.

Each of my client’s management team members is held to high standards and receives ongoing training to ensure they meet both your and our standards.

You will also have access to their bespoke CRM system created in-house by previous Wealth Managers.

RESPONSIBILITIES:

1. Representing my client’s Financial Consultant Team
2. Scheduling and attending client meetings to understand evolving short-term and long-term client needs, ensuring client confidence in the advisor team
3. Pursuing new client relationships
4. Leading and managing a Business Development Manager / Paraplanner

REQUIREMENTS:

1. Minimum three years’ experience within wealth management/financial advisory – with no record of client dissatisfaction or regulatory sanctions
2. Proven track record in client relationship management and acquisition
3. Self-motivated, dynamic personality with the ability to work independently

COMPANY OFFERS:

• Market-leading back office support
• Highest commission levels available among IFA businesses
• Opportunity to sell your book upon leaving
• Ability to transfer your clients if you move to another IFA
• Examination support
• Career guidance and support
• Lead generation assistance (if needed)
• Coordination support (if needed)

Remuneration:

Salary AED12,000.00

Commissions as follows: £0-100K 30% of Gross, £101-250K 35% of Gross, £251K+ 40% of Gross, Cold and SMF 40%

If you’re tired of the old-school Brittex-style commission treadmill, this might be the opportunity you've been waiting for. Please note: This position is typically suitable for experienced UK investment advisory candidates, as most clients served are EU and UK expatriates. A minimum of three years’ experience in wealth management is required. This role is NOT suitable for those from accounting, auditing, or general financial management backgrounds. It is a client-facing, sales-driven role with targets.

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Candidate Message:

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Are you aware that this opportunity can be remote if you have a transferable book of business / FUM / AUM?

Does your current employment require notice? If yes, how long?

Important: Are you aware that roles like financial manager, accountant, auditor, bookkeeper, or other numeric-focused financial jobs are NOT the same as being an investment advisor?

Are you aware that no flights, accommodation, or financial assistance are provided?

Are you familiar with offshore/international life companies like Zurich, Utmost, RL360, Ardan, Hansard, Sovereign, Investors Trust, etc.?

Year of birth?

Do you have a transferable client book?

How much AUM do you manage?

Main reason for changing jobs?

Do you have UK pension transfer experience (QROPS)?

Are you authorized to work here or need a permit?

From which country are your passports?

University degrees?

Willing to relocate?

English as first language or fluent?

Are you a UK Level 4 CISI or equivalent (e.g., DipFA, DipPFS) or CFP?

Years of experience as an investment advisor?

Experience in offshore wealth management sales?

Sufficient savings for relocation?

Experience with international/offshore investment advising?