Financial Planner Opportunity
5 days ago
We are Click And Connect Online Limited, a leading organization in the international wealth management space with offices across the globe.
Our client has developed a unique advice proposition that has led to significant growth and increased demand for financial planning services.
Job DescriptionWe are seeking a skilled Financial Planner to join our team in Europe. As a Financial Planner, you will work closely with the Director of the European business to advise clients on medium to long-term financial objectives.
You will be responsible for providing expert advice on investment, retirement planning, life insurance, and estate tax planning, as well as identifying new business opportunities.
Required Skills and Qualifications- A proven track record of success within an advisory / relationship management capacity in a financial services organization.
- Transferable AUM and active client base.
- Level 4 RDR UK Diploma (or equivalent) minimum qualification, ideally Chartered.
- A proactive and entrepreneurial attitude, with a focus on generating new business and maintaining client relationships.
- At least 1 year experience as a Financial Planner.
- Self-employed status with a competitive bonus scheme.
- Access to UAE benefits.
- Flexible working hours and the option to work from home/ remotely.
- Full support of an in-house paraplanner.
- In-house marketing team to support business development activities.
- In-depth training in Repatriation and clients returning with offshore solutions.
- Strong regulatory background in multiple jurisdictions.
- Global presence with offices worldwide.
- Full training and support, including funding of external CII, CISI, and LIBF 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.
- Self-employed and employed adviser options available.
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