Wealth Management Professional
4 days ago
Unlock Your Potential
">Are you a skilled Financial Planner looking for a new challenge? Or perhaps you've recently graduated and are eager to kick-start your career in wealth management? We invite you to join our dynamic team at Click And Connect Online Limited, where you'll discover a truly unique proposition in the international wealth management space.
Our Unique Proposition
">We offer a comprehensive support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing. This unparalleled backing enables you to focus on delivering exceptional results for our clients, while enjoying the freedom to live and work in some of the world's most exciting locations.
Global Presence
">We operate in multiple jurisdictions, holding licenses to operate wherever we have a physical presence. Our dedicated internal compliance team ensures we stay ahead of regulatory changes, allowing us to adapt quickly and continue delivering outstanding results for our clients.
Skill and Qualifications
">To excel in this role, you'll need:
- ">
- A proven track record of success within an advisory or relationship management capacity within a financial services organization.">
- Transferable AUM and an active client base.">
- Minimum Level 4 RDR UK Diploma qualification (or equivalent if not UK-based).">
- A proactive and entrepreneurial attitude, with experience in generating new business while maintaining efficient client relationships.">
- At least 1 year of experience as a Financial Planner.">
Benefits and Support
">We offer a range of benefits, including:
- ">
- Self-employment options with a bonus scheme.">
- UAE benefits package.">
- Flexible working hours and the option to work from home/remotely.">
- Full support of an in-house paraplanner.">
- In-house marketing team to support any campaigns you wish to run.">
- In-depth training in Repatriation and clients returning with offshore solutions.">
Join Our Team
">Don't miss this opportunity to join a dynamic team of professionals dedicated to excellence in wealth management. Apply now to take the first step towards unlocking your potential and achieving success in the international wealth management space.
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