Wealth Management Expert Wanted
1 week ago
Our client's unique proposition in the international wealth management space offers an exciting opportunity for experienced financial planners and recent graduates alike.
With a strong regulatory background, global presence, and full training and support, including funding of external CII, CISI, and LIBF qualifications, this role presents a challenging and rewarding experience.
As a Financial Planner, you will work closely with clients to understand their individual needs and develop tailored solutions. Your areas of expertise will cover Lump Sum Investment, Retirement Planning, Life Insurance, and General Estate Tax Planning.
Key Features- Strong regulatory background in multiple jurisdictions.
- Global Presence with offices worldwide.
- Full training and support, including funding of external qualifications.
- Industry-leading investment proposition.
- Support with lead generation via business development, research, and marketing teams.
- Full paraplanning and admin support.
- Flexible working and infrastructure.
A sense of camaraderie among colleagues is fostered through regular interactions and shared experiences.
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