Leading international IFA providing global financial planning advice for almost 20 years.
With offices in the UK, Switzerland, Dubai, Abu Dhabi and USA we are looking after over
10,000 international clients, managing over $1bn AUM.
As a wealth manager, you specialize in guiding and supporting clients to achieve their
financial objectives. Your role involves developing personalized financial plans, managing
porfolios, and offering expert advice on financial matters like taxes, insurance, and risk
management.
Strong regulatory background in multiple jurisdications
Global Presence
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
Open to being present in the local office.
Strong transferable book value
At least 5 years experience in wealth management (less experience will be
considered also)
Job Type: Full-time
Experience:
Wealth Management: 5 years (Required)
* Book Value: 5 years (Required)
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