Financial Advisors needed in Bermuda, Cayman and British Virgin Islands, ideally Level 4 Diploma qualified.
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.
exciting opportunity to become part of an entrepreneurial organization
suit experienced, independent financial advisers, ideally Level 4 Diploma
- Candidates should be seeking to
build on their success to date; forward thinking and ambitious
in holistic financial planning and lump sum investments
- There is
some lead provision
Level 4 Diploma qualified (minimum FPC 1,2,3)
in providing financial service advice
- Experience in dealing with product providers including RL360, Hansard, FPI, OMI and Zurich
to work on own initiative, network and prospect
- Based in
Bermuda, the Cayman Islands or B.V.I.
suit single advisor who can easily relocate
- Must have 10,000 GBP savings to support themselves
- 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
training provided in-house as well as by product providers
application and permission to work arranged by company
- Client bank
available in all locations