We have a new opportunity for self-employed financial advisers to join our Client's international business. Vacancies across Europe, the Middle East and Asia.
The Company
Our Client is an international wealth management firm, with offices in
Europe, the Middle East and Asia. They provide investment advice to HNW clients in all aspects
of financial planning, especially pensions.
They are expanding
their EU and international presence and are looking for financial planners to
join their growing team. This would appeal to financial planners who want to
retain their client bank but also develop business with expats further afield,
providing a global, cross-border advice solution within one business.
Financial planners will
be joining a company that is committed to servicing clients via independent
financial advice with the support of BDMs to generate leads and book appointments,.
Background/USPs:
- Independently owned
- Financial planners can be based at
the company offices and/or work remotely
- Fully licensed in the EU and
Switzerland
- Links to UK market via the group's
UK FCA regulated company
- Access to US through third party
agreements
- Retention of clients/fees on transfer
- All regulatory, compliance,
insurance and product provider/ agency functions provided
- CRM technology providing
paraplanning and administrative support
- Potential allocation of clients to financial
planners through acquisitions
- Opportunities
in:
o Switzerland (Geneva and Zurich)
o Belgium (Brussels)
o Spain (Costa del Sol)
o Portugal (the Algarve)
o Rest of the World
Candidate
Profile - Financial Adviser:
- Experienced
and Qualified (ideally Level 4 DipFS)
- Minimum of GBP 5m AUM to transfer (or equivalent),
charging annual service fees
- Independent or part of an advisory
firm
- Articulate and professional
- Must
be comfortable at prospecting and networking
- Energetic,
enthusiastic, motivated and hard-working
Candidate Package - Financial Adviser:
- Self-employed or
- Option to be employed with a salary (for advisers with an existing client bank)
- 60%
share of gross fees generated and up to 60% on renewal fees
- BDM
support available
- IT support with in-house CRM systems
- Visa application managed by the
company (if required)
- Potential exit strategy
to find your next recruit
