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- Tasks: Help clients achieve their financial goals through tailored strategies and expert advice.
- Company: Join a leading international financial advisory firm with a strong reputation.
- Benefits: Competitive salary, remote work options, and ongoing professional development.
- Why this job: Make a real difference in people's lives by guiding them through financial decisions.
- Qualifications: 3 years of experience in wealth management and strong client-facing skills.
- Other info: Flexible working environment with opportunities for career advancement.
The predicted salary is between 28800 - 48000 £ per year.
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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:
- Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
- Perform the research and analysis required to prepare plans for clients.
- Designing financial strategies, and assisting clients to make informed decisions.
- Reviewing and responding to clients changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
- Liaising with head office and financial services providers, including negotiating with product suppliers for the best possible rates.
- Communicating with other professionals, such as estate agents, solicitors and valuers.
- Keeping up to date with financial products and legislation, meeting the relevant regulatory requirements, and communicating these to clients.
- Producing financial reports.
Duties And Responsibilities:
- Swiss Financial Advisor IAF
- FINMA Registered
- UK Level 3 but studying for level 4
- Asset / Investment Management Certificate or equivalent
Experience:
- 3 years of experience preferred.
Package & Remuneration:
Competitive remuneration.
Licensing: FINMA register (no. 29575) ; Polyreg, OSFIN ; MiFID II; MFSA; EU Passporting
Our client is also member of the following professional associations:
- Chartered Insurance Institute (CII)
- Swiss portfolio managers association (VSV/ASG)
- Swiss Registered Investment Adviser Association (SRIAA)
Please note: For Swiss opportunities, this position would typically suit experienced and qualified investment advisory candidates already living and working in Switzerland. The company embraces a fully remote model as well. A minimum of 3 years experience working in the wealth management business is preferred. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.
Tagged as: advisor, Asia, Brussels, careers, Chartered IFA, DipPFS, Financial Advisor, IFA Consultant, IFA Jobs, Independent Financial Advisor, International IFA, investment advisor, investments, jobs, Spain, Switzerland, Wealth Management Advisor, Wealth Manager
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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FINANCIAL CONSULTANT – EU employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL CONSULTANT – EU
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Financial Consultant gig.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and think about how your skills align with their mission. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past work or case studies that highlight your success in financial consulting. This not only demonstrates your skills but also gives potential employers a glimpse of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates who want to make a difference in the financial advisory space.
We think you need these skills to ace FINANCIAL CONSULTANT – EU
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Consultant role. Highlight relevant experience in financial planning and client management, and don’t forget to mention any certifications you hold that are relevant to the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial consulting and how your skills align with our client's mission. Keep it concise but impactful!
Showcase Your Achievements: When detailing your experience, focus on specific achievements rather than just duties. Use numbers and examples to demonstrate how you've successfully helped clients or met sales targets in the past.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our fantastic team!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Financial Products
Make sure you’re well-versed in the financial products relevant to the role. Research the latest trends and regulations in the EU market, as this will show your commitment and expertise during the interview.
✨Prepare Real-Life Scenarios
Think of specific examples from your past experience where you successfully helped clients with their financial planning. Be ready to discuss how you approached their needs and what strategies you implemented.
✨Understand the Company’s Values
Familiarise yourself with the company’s mission and values. They believe in comprehensive support for clients, so be prepared to discuss how your approach aligns with their philosophy and how you can contribute to their goals.
✨Practice Your Communication Skills
As a financial consultant, clear communication is key. Practice explaining complex financial concepts in simple terms. This will not only help you in the interview but also demonstrate your ability to connect with clients effectively.
