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- Tasks: Join a dynamic team advising high-net-worth clients on international financial products.
- Company: A leading private equity-backed wealth management firm with a focus on repatriation.
- Benefits: Enjoy a competitive salary, bonuses, 27 days leave, and flexible working options.
- Why this job: Be part of a collaborative team with clear progression and the chance to lead.
- Qualifications: Must be Level 4 qualified with experience in advising international clients.
- Other info: Opportunity to influence team direction and receive high-quality client referrals.
The predicted salary is between 48000 - 72000 £ per year.
A leading private equity-backed wealth management firm is looking for a talented Financial Advisor to join its specialist Repatriation Team. This team supports high-net-worth individuals returning to the UK, offering tailored advice across offshore bonds, QROPs, QNUPS, and other international pension products.
You'll step into a leadership role within a small, collaborative team that includes paraplanning and dedicated client support. There’s a clear progression pathway and the chance to influence the future direction of the team.
What’s on offer:
- £80,000 base salary
- Attractive bonus scheme
- Strong benefits package including 27 days annual leave, private medical insurance, 7.5% employer pension contribution, flexible/remote working.
- High-quality client referrals from a sister firm based overseas
Requirements:
- Level 4 qualified (minimum)
- Proven experience advising expat or international clients
- Confident handling complex offshore financial products
- Natural leader with mentoring abilities
- An existing client base is a bonus, but not essential
If this role sounds like it could be for you, and you would like some more information please reach out to Samantha.durbridge@idexconsulting.com
Financial Advisor employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the wealth management and financial advisory sectors. Attend industry events or webinars where you can meet potential colleagues or clients who may have insights into the repatriation team and its needs.
✨Tip Number 2
Familiarise yourself with the specific offshore financial products mentioned in the job description, such as QROPs and QNUPS. Being able to discuss these confidently in conversations will demonstrate your expertise and readiness for the role.
✨Tip Number 3
Showcase your leadership skills by seeking opportunities to mentor others in your current role. Highlight any experiences where you've led a team or project, as this will align well with the collaborative nature of the position.
✨Tip Number 4
Research the company and its sister firm thoroughly. Understanding their values, client base, and market position will help you tailor your approach and show genuine interest during any discussions or interviews.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth individuals and your qualifications in financial advising. Emphasise any relevant experience with offshore financial products and international clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your leadership skills and mentoring abilities. Mention specific examples of how you've successfully advised clients in the past, particularly in complex financial situations.
Highlight Relevant Qualifications: Clearly state your Level 4 qualification and any additional certifications you hold. If you have experience with QROPs, QNUPS, or other international pension products, make sure to include that information.
Show Enthusiasm for the Role: In your application, express your excitement about joining the Repatriation Team and contributing to its future direction. Mention why you are drawn to this specific role and how you can add value to the team.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Expertise
Make sure to highlight your qualifications and experience in advising high-net-worth individuals, especially in relation to offshore financial products. Be prepared to discuss specific cases where you've successfully navigated complex financial situations.
✨Demonstrate Leadership Skills
Since this role involves stepping into a leadership position, be ready to share examples of how you've led teams or mentored colleagues in the past. This will show that you can contribute positively to the collaborative environment.
✨Understand the Market
Research the current trends in wealth management and repatriation services. Being knowledgeable about the latest developments will not only impress your interviewers but also demonstrate your commitment to staying informed in the industry.
✨Prepare Questions
Have thoughtful questions ready for your interviewers about the team dynamics, client base, and future direction of the Repatriation Team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
