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 seeking career driven individuals to join their Wealth Management team. Our client is expanding and they are looking for individuals that want to learn, develop, and build a successful career within their fastest growing market. They are looking for individuals who can present their investment offerings to prospective clients.
Responsibilities
* Conducting market research into the country, demographics, and clients' needs to ensure that every client interaction adds value first.
* Be responsible for a combination of new business development and managing existing clients across a defined territory.
What Successful Individuals Will Be Provided
* A first class learning and development platform to help further professional development and qualifications
* Comprehensive induction training to allow you to transfer existing experience
* One to one mentorship from one of our world class wealth managers
* Daily training sessions from your allocated manager on sales, client relationship skills and wealth management to ensure you grow on a professional level daily.
* Market leading rewards, incentives, and bonus structures (Uncapped, tax free GBP earning potential)
* Access to market leading unique in-house products and fintech services, along with many global funds available through Institutions and Investment Banks
You will need
* A proven track record within wealth management or financial advisory
* The ability to manage your time efficiently and autonomously.
* To be a strong communicator, capable of engaging with people from all backgrounds.
* To be highly ambitious and driven to be successful.
* To be a proactive individual who enjoys taking responsibility for your performance.
Experience in the following fields would be considered an asset
* Property
* Real Estate
* Asset Management
* FinTech
* Banking
* Foreign Exchange (FX)
* Wealth Management
* Business Development
* Sales
* Investment Banking
Please note: Applicants should have at least three (3) years' client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
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