Financial Planner

Nicosia 13-05-2025

Financial Planner

TN Italy Nicosia 13-05-2025
Riassunto

Località

Nicosia

Divisione Aziendale

Tipo di contratto

Data di pubblicazione

13-05-2025

Descrizione Lavoro

Social network you want to login/join with:Our client, driven by passion, innovation, and ambition to shape the future of the offshore wealth advice industry, exists to guide clients through important financial decisions today to ensure they benefit from the freedom of tomorrow. Their vision is to create a brand that instills pride in employees, clients, and partners, helping to build the most reputable financial planning company in the world.Job DescriptionAs a leading organization with offices in the UK and globally, our client has developed a unique advice proposition, leading to increased client demand as they expand in London and the Southeast.As a Financial Planner in Europe, you will work alongside the Director of European operations, advising clients face-to-face where possible on medium to long-term financial objectives. You will support our Regional Director with clients returning to their European home country, offering advice on Lump Sum Investment, Retirement Planning, Life Insurance, and Estate Tax Planning.Desired Skills & ExperienceProven success in Advisory/Relationship Management within financial services such as banks, brokerages, or IFAs.Level 4 RDR UK Diploma (or equivalent); Chartered status preferred.Proactive, entrepreneurial attitude with experience in lead generation and client relationship management.Minimum 4 years as a Financial Planner.Self-employed or employed with a competitive salary and bonus scheme.25 days holiday plus public holidays.Flexible hours and remote working options.Support from an in-house paraplanner and marketing team.Training in Repatriation and offshore client solutions.Why Join Us?Strong regulatory framework across multiple jurisdictions.Global presence with comprehensive training and support, including funding for external qualifications.Industry-leading investment propositions.Lead generation support from business development, research, and marketing teams.Full paraplanning and administrative support.Flexible working arrangements.Options for self-employed or employed adviser roles.Whether you're an experienced financial planner seeking a new challenge or a recent graduate, our client offers a unique opportunity in international wealth management. Join a network of top compliance, training, back office, recruitment, tech, and marketing professionals to build a proud future while living in some of the world's most amazing places.Additional InformationRegulation: They hold necessary licenses to operate in all jurisdictions where they have a physical presence, emphasizing their strong regulatory background.Compliance: Their dedicated internal team ensures compliance and develops new terms of business with providers, staying ahead of regulatory changes.Investment Committee: Their investment philosophy focuses on consistency, long-term growth, quality investments, and diversification, reviewed regularly by their investment committee.Operational Support: A large operations team handles queries from providers, trustees, and clients to ensure smooth advice issuance.Business Development: Managers and a marketing team support client acquisition through campaigns, brochures, and sales aids.Team Ethos: The company fosters a strong team spirit, with advisers, BDMs, and staff working closely together, creating a camaraderie that is highly valued.
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