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Uf-752 - Financial Planner | (Iks893)

Uf-752 - Financial Planner | (Iks893)
Empresa:

Independent Resourcing Consultancy


Detalles de la oferta

.Job DescriptionOur client through a combination of passion for what they do, a desire to innovate and their ambition to define the future of the offshore wealth advice industry, they exist to guide clients through the important financial decisions required today, to ensure they benefit from the freedom of tomorrow.Their Vision is simple. To create a brand that instils pride in its employees, clients, and business partners,enabling all involved to assist in building the most respectable financial planning company in the world.Job DescriptionAs a leading organization in our sector with offices in the UK and across the globe,our client has developed a unique advice proposition which has led to a significant increase in client demand as we expand our presence in London and the Southeast.As a Financial Planner in Europe, you will be working alongside the Director of the European operations. Working in a face-to-face capacity where possible with clients, you will be advising clients on medium to longer term financial objectives.You will also be supporting our Regional Director with clients returning to their European home country. You will be responsible for offering areas of advice covering such areas as Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.Desired Skill & ExperienceA proven track record of success within an Advisory / Relationship Management capacity, within a financial services organization such as a bank, brokerage or IFA.Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification. Ideally Chartered.A pro-active and entrepreneurial attitude that has lead generation of new business, whilst effectively maintaining client relationships in an efficient,holistic fashion.At least 4 years experience as a Financial Planner.BenefitsSelf-employed split of business25 days holiday + public holidaysFlexible working hours and the option to work from home / remotelyFull support of an in-house paraplannerIn-house marketing team to support any campaigns you wish to runIn depth training in Repatriation and clients returning with offshore solutionsWhy?Strong regulatory background in multiple jurisdictionsGlobal PresenceFull training and support including funding of external CII, CISI and LIBF qualificationsIndustry leading investment propositionSupport with lead generation via business development, research, and marketing teamsFull paraplanning and admin supportFlexible working and infrastructure.Self-employed and employed adviser options availableUnique PropositionWhether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management spaceWelcome to hacendo.comkitempleo.es asks for your consent to use your personal data to:perm_identityperm_identityPersonalised advertising and content, advertising and content measurement, audience research and services developmentdevicesdevicesStore and/or access information on a deviceSome vendors may process your personal data on the basis of legitimate interest, which you can object to by managing your options below. Look for a link at the bottom of this page or in our privacy policy where you can withdraw consent.#J-18808-Ljbffr


Fuente: Whatjobs_Ppc

Requisitos

Uf-752 - Financial Planner | (Iks893)
Empresa:

Independent Resourcing Consultancy


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