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For Companies At a Glance
- Tasks: Engage with clients, design financial strategies, and promote products to meet sales targets.
- Company: A leading financial consultancy founded in 2010, offering comprehensive client support under strict regulations.
- Benefits: Enjoy competitive remuneration and the flexibility of remote work options.
- Why this job: Join a dynamic team committed to professional development and making a real impact on clients' lives.
- Qualifications: FINMA Registered UK Level 3, studying for Level 4; 3 years of wealth management experience preferred.
- Other info: Ideal for experienced investment advisors; not suitable for accounting or auditing professionals.
The predicted salary is between 43200 - 72000 £ per year.
Our client believes that their clients’ financial planning is at the heart of everything they do. No matter where one may be on life’s journey, they can assist in planning for major objectives. Whether it’s buying property, educating children, protecting family against illness, accidents, or death, ensuring a comfortable retirement, or passing wealth to chosen beneficiaries, they provide comprehensive support. Founded in 2010, with a strong team covering advice, asset management, client servicing, administration, and compliance, they are well-equipped to meet all of their clients’ needs in one place. Moreover, operating under strict Swiss/EU regulation and compliance offers complete peace of mind. Their financial advisors hold advanced degrees in finance, economics, and law, and maintain internationally recognized professional certifications. They are committed to ongoing professional development, ensuring their knowledge remains cutting-edge in a rapidly evolving financial landscape. Our client is currently looking for advisors who want to work either in Switzerland, but can also accommodate a full remote advisory situation.
Duties and responsibilities:
- Contact clients and set up meetings, either within an office environment or in clients’ homes or business premises.
- Perform research and analysis required to prepare plans for clients.
- Design financial strategies and assist clients in making informed decisions.
- Review and respond to clients’ changing needs and financial circumstances.
- Promote and sell financial products to meet given or negotiated sales targets.
- Liaise with head office and financial service providers, including negotiating with product suppliers for the best rates.
- Communicate with other professionals, such as estate agents, solicitors, and valuers.
- Keep up to date with financial products and legislation, meet regulatory requirements, and communicate these to clients.
Qualifications:
- FINMA Registered UK Level 3, studying for Level 4 Asset / Investment Management Certificate or equivalent.
Experience:
- At least 3 years of experience preferred.
Package & Remuneration:
- Competitive remuneration.
Licensing:
- FINMA register (no. 29575); Polyreg, OSFIN; MiFID II; MFSA; EU Passporting.
Professional memberships:
- Chartered Insurance Institute (CII).
- Swiss Registered Investment Adviser Association (SRIAA).
Note: For Swiss opportunities, this position typically suits experienced and qualified investment advisory candidates already residing and working in Switzerland. The company also offers a fully remote model. A minimum of 3 years in wealth management is preferred. This role is client-facing, sales-oriented, and targets driven. It is not suitable for candidates from accounting, auditing, or financial management professions.
Financial Consultant – EU employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant – EU
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working in Switzerland or remotely. Attend industry events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances of landing the job.
✨Tip Number 2
Stay updated on the latest financial products and regulations relevant to the EU market. This knowledge will not only help you in interviews but also demonstrate your commitment to ongoing professional development, which is highly valued in this role.
✨Tip Number 3
Prepare to discuss specific financial strategies and case studies during your interviews. Showcasing your analytical skills and ability to design tailored financial plans will set you apart from other candidates and highlight your suitability for the role.
✨Tip Number 4
Familiarise yourself with the company's values and client approach. Understanding their philosophy on financial planning will allow you to align your responses during interviews, making it clear that you share their commitment to client-centric service.
We think you need these skills to ace Financial Consultant – EU
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Financial Consultant position. Tailor your application to highlight relevant experience in wealth management and client-facing roles.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in financial planning, client advisory, and sales. Use specific examples that demonstrate your ability to meet targets and adapt to clients' changing needs.
Showcase Professional Development: Mention any ongoing professional development or certifications you are pursuing, such as the Level 4 Asset/Investment Management Certificate. This shows your commitment to staying updated in the financial sector.
Personalise Your Application: Address your application to the hiring manager if possible, and express your enthusiasm for the role and the company. Explain why you are a good fit for their team and how you can contribute to their clients' financial success.
How to prepare for a job interview at Prestige IFA Jobs
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the company. Be prepared to discuss how these can meet clients' needs and how you would promote them effectively.
✨Demonstrate Client-Centric Thinking
Show that you prioritise the client's needs in your approach. Prepare examples of how you've successfully tailored financial strategies for clients in the past, highlighting your ability to adapt to changing circumstances.
✨Stay Updated on Regulations
Familiarise yourself with the latest financial regulations and compliance requirements relevant to the role. Being knowledgeable about these will demonstrate your commitment to professionalism and ongoing development.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing exercises during the interview. Practice how you would handle client meetings, address concerns, and negotiate terms, as this will showcase your interpersonal skills and sales acumen.
