Senior Financial Consultant
2 weeks ago
We are an independent financial advisory consultancy dedicated to safeguarding the financial futures of our clients. As a pioneering firm, we offer a vibrant and innovative approach, setting us apart in the competitive offshore marketplace.
Our primary aim is to equip our team with the essential skills and knowledge to excel in their careers. We boast a robust selection process to ensure our team can deliver superior services compared to our competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services.
We support our team members in achieving all relevant qualifications, including the highly recognized Level 4 UK financial planning requirements, with encouragement for further educational pursuits. Preference is given to candidates who have already attained Level 4 certification before joining the team.
The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently. Engaging directly with clients, you will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients' nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.
You will collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions. Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations.
A strong interest in pursuing or advancing a career in Financial Services is required. You should have a commitment to learning, aspiring to achieve a minimum of Level 4 qualification. Exceptional communication skills and professionalism are essential. Driven by success and targets, you must be highly motivated with a positive outlook.
The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions. There is also the potential for involvement in our ambitious global expansion plans, including the opportunity to open new offices worldwide.
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Senior Financial Consultant
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