Financial Advisor at Prestige IFA jobs - ScoutJobs - The AI-curated global job board
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Prestige IFA jobs
Posted 17 hours ago

Financial Advisor

Prestige IFA jobs

Requirements

Minimum 3 years wealth management experience, Proven client relationship management track record, Self-motivated and independent

Skills

Finance

About the role

Responsibilities

  • Represent the Financial Consultant Team
  • Perform financial planning analysis
  • Schedule and attend client meetings to capture short-term and long-term needs
  • Pursue new client relationships
  • Lead and manage a Business Development Manager or Para-planner

Requirements

  • Minimum three years of experience in wealth management or financial advisory
  • Proven track record in client relationship management and acquisition
  • No record of client dissatisfaction or regulatory sanctions
  • Self-motivated and able to work independently

Benefits

  • Market leading back office support
  • Highest commission levels available through any IFA business
  • Ability to sell your book upon leaving
  • Ability to take your clients with you if you leave to another IFA
  • Examination support and career guidance
  • Lead generation and coordinator support provided if needed

About the Company

My client in Dubai is a borderless IFA practice designed to help experienced advisers grow their business. They offer international advisers the opportunity to operate on a fee and commission basis with no ceiling on earning potential.

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Financial Advisor

Prestige IFA jobs · London

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