Wealth Manager

hace 5 días

Málaga, España Independent Resourcing Consultancy Ltd A tiempo completo

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition, leading to a significant increase in client demand as they expand their presence in Europe. Role: Financial Planner in Europe You will work alongside the Director of the European business, providing face-to-face advice to clients across Europe on medium to long-term financial objectives. Your responsibilities include offering advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning. Desired Skills & Experience Proven track record in Advisory / Relationship Management within a financial services organization (bank, brokerage, or IFA). Level 4 RDR UK Diploma (or equivalent); Chartered status preferred. Transferable AUM and active client base. Proactive, entrepreneurial attitude with a history of generating new business and maintaining client relationships efficiently. Minimum 1 year experience as a Financial Planner. Benefits Self-employed split of business or employed with a competitive salary + bonus. 25 days holiday plus bank holidays. Flexible hours and remote working options. In-house paraplanning support. Marketing support for campaigns. Training in Repatriation and offshore solutions. Why Join Us? Strong regulatory presence in multiple jurisdictions. Global operations and support. Funding for external qualifications (CII, CISI, LIBF). Industry-leading investment propositions. Lead generation support from business development, research, and marketing teams. Full paraplanning and administrative support. Flexible working environment with infrastructure support. Options for self-employed or employed adviser roles. Unique Proposition Whether you're an experienced financial planner or a recent graduate, our client offers a unique opportunity in international wealth management. With top-tier support in compliance, training, back-office, recruitment, technology, and marketing, you can build a rewarding future while living in some of the world's most amazing locations. Regulation & Compliance The company's strong regulatory background is a key USP, with licenses in all jurisdictions of operation. Their dedicated compliance team ensures ongoing adherence to regulatory standards and develops new terms of business with providers. Investment Philosophy The investment committee reviews their industry-leading investment proposition regularly. Their philosophy emphasizes consistency, long-term growth, quality, and diversification. Operational and Business Development Support An extensive operations team supports advisers, handling provider, trustee, and client queries. Business Development Managers and a UK marketing team facilitate client acquisition through campaigns, brochures, and sales aids. Team Ethos The organization fosters a strong team spirit, with advisers, BDMs, and staff working closely together, creating a camaraderie that is highly valued. #J-18808-Ljbffr

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