Financial Advisor - Caribbean

Our Client has successfully managed the wealth of individuals and families since 2000. With offices in Bermuda, Cayman Islands and B.V.I., this niche company specializes in providing offshore investment advice to private clients.

The Group's Co-Founders have backgrounds in finance and law and between them they bring a wealth of knowledge in the investment industry. Our Client has now been acquired by a larger organization with expansion plans, both internally and jurisdictionally.

They have a requirement for qualified, experienced financial advisors to join their team, based in Bermuda, the Cayman Islands or the B.V.I. to serve and develop their client base.

Background/USPs:

• An exciting opportunity to become part of an entrepreneurial organization
• Would suit experienced, independent financial advisers, ideally Level 4 Diploma qualified
• Candidates should be seeking to build on their success to date; forward thinking and ambitious
• Specialising in holistic financial planning and lump sum investments
• There is some lead provision

Candidate Profile/Package:

Profile

• Ideally Level 4 Diploma qualified (minimum FPC 1,2,3)
• Experienced in providing financial service advice
• Experience in dealing with product providers including RL360, Hansard, FPI, OMI and Zurich
• Self-starter, hard working
• Ability to work on own initiative, network and prospect
• Based in Bermuda, the Cayman Islands or B.V.I.
• Would suit single advisor who can easily relocate
• Must have 10,000 GBP savings to support themselves

Package

• Up to three months advance against commission, to be agreed on a case by case basis
• Some lead provision, but advisors are expected to generate further leads through referrals and networking
• Product training provided in-house as well as by product providers
• Immigration application and permission to work arranged by company
• Client bank available in all locations