Overview
UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.
Our client is an independent financial advisory consultancy with offices in Spain, Geneva and Dubai. Founded by UK qualified financial advisers, they offer a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.
What the company values
- Solid interest in building or furthering a career in Financial Services
- Those who are willing to learn – all our Wealth Managers must strive to be a minimum of level 4 qualified
- High quality professional communicators
- Success and target driven
- Positive self-motivators
- Want to be a part of a firm with exceptionally strong reputation and growing global brand
Candidates must speak Fluent English, have proven sales ability and an entrepreneurial mindset.
Very competitive remuneration with exceptional earnings for top achievers. Regular incentives, including international conventions. Further potential opportunity to be a part of the aggressive expansion plans and open new offices globally. Very important – ideally this candidate already has existing AUM/book of existing clients.
Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession for RDR UK qualified IFA’s. Please only apply if you have the relevant industry experience.
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