Wealth Manager
Full time @ircfsjobs.com posted 3 weeks ago in Accounting & Finance , in Finance Shortlist Email JobJob Detail
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Job ID 24103
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Career Level Others
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Experience 4 Years
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Industry Accounting & Finance > Finance
Job Description
As a leading organization in their 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 they expand their presence in Europe.
As a Financial Planner in Europe, you will work alongside the Director of the European business. You will meet face-to-face with European-wide clients, advising them on medium to long-term financial objectives.
You will be responsible for providing advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.
Desired Skills & Experience
• Proven success in an Advisory / Relationship Management role within a financial services organization such as a bank, brokerage, or IFA.
• Transferable AUM and active client base.
• Minimum Level 4 RDR UK Diploma (or equivalent if not UK-based);
Chartered status is preferred.
• A proactive, entrepreneurial attitude that has generated new business while maintaining client relationships effectively and holistically.
• At least 1 year of experience as a Financial Planner.
• Flexible working hours with options for remote work.
• Support from an in-house paraplanner.
• In-house marketing team to assist with campaigns.
• Training in Repatriation and offshore client solutions.
Why Join Us?
• Strong regulatory background across multiple jurisdictions.
• Global presence.
• Full training and support, including funding for external qualifications (CII, CISI, LIBF).
• Industry-leading investment propositions.
• Lead generation support from business development, research, and marketing teams.
• Comprehensive paraplanning and administrative support.
• Flexible working arrangements and infrastructure.
• Options for self-employed or employed adviser roles.
Whether you’re an experienced financial planner seeking a new challenge or a recent graduate, our client offers a unique opportunity in international wealth management.
Join a support network of compliance, training, back office, recruitment, tech, and marketing professionals to build a rewarding future while living in some of the world’s most amazing places.
Regulation
Our client’s USP is their strong regulatory background, maintained since inception. They hold the necessary licenses to operate in all jurisdictions where they have a physical presence.
Compliance
Their dedicated internal compliance team ensures ongoing due diligence, developing new terms of business with investment and insurance providers, and staying ahead of regulatory changes.
Their investment proposition is industry-leading and regularly reviewed by their investment committee, based on principles of consistency, long-term growth, quality investments, and diversification.
Operational Support
Advisers are supported by a large operations team handling queries from providers, trustees, and clients to ensure smooth advice issuance.
Business Development
Business Development Managers introduce their unique proposition before initial meetings. They are supported by a dedicated UK-based marketing team creating brochures, sales aids, campaigns, and more.
Our team ethos emphasizes camaraderie among advisers, BDMs, and administrative staff, which is a key attraction of the role., Learn4Good, ircfsjobs.com
Required skills
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