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- Tasks: Help clients achieve financial goals through tailored advice and planning.
- Company: Join a dynamic IFA practice based in Abu Dhabi, focused on growth and client success.
- Benefits: Enjoy high commission levels, market-leading support, and career guidance.
- Why this job: Be part of a supportive culture with no earning ceiling and exclusive client solutions.
- Qualifications: Three years' experience in wealth management or financial advisory is essential.
- Other info: Ideal for self-motivated individuals looking to elevate their advisory career.
The predicted salary is between 43200 - 72000 £ per year.
Join to apply for the Wealth Manager London role at International Financial Advisor Jobs. My client, headquartered in Abu Dhabi, is a borderless IFA practice designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential. This opportunity in the UK is for potential advisors with prior experience as an Independent Advisor or Wealth Manager, or those looking to take the next step in their career.
The right candidate will have access to exclusive international and local solutions to independently advise and service clients. In a face-to-face capacity, you will evaluate and advise on medium to long-term financial objectives, tailored to nationality and location, covering areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning. Our Wealth Managers work closely with marketing, coordination, and paraplanning teams to assist with daily client meetings. Management standards are high, with ongoing training to ensure standards are met. You will also have access to a bespoke in-house CRM system developed by previous Wealth Managers.
Responsibilities- Represent the Financial Consultant Team
- Conduct Financial Planning Analysis
- Schedule and attend client meetings to understand evolving needs, ensuring client confidence
- Pursue new client relationships
- Lead and manage a Business Development Manager / Paraplanner
- Minimum three years’ experience in wealth management or financial advisory, with no client dissatisfaction or regulatory sanctions
- Proven track record in client relationship management and acquisition
- Self-motivated, dynamic personality with the ability to work independently
- Market-leading back-office support
- Highest commission levels available among IFA businesses
- Opportunity to sell your book upon leaving
- Ability to transfer your clients if you move to another IFA
- Examination support
- Career guidance and support
- Lead generation and coordinators provided if needed
If you’re tired of the traditional Brittex-style commission treadmill, this could be the opportunity you’ve been waiting for. Please note: This role is suitable for experienced UK investment advisory candidates, primarily serving EU and UK expatriates. A minimum of three years’ wealth management experience is required. This position is client-facing, sales-driven, and not suitable for those from accounting, auditing, or general financial management professions.
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager London
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with international clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific needs of expatriates.
✨Tip Number 2
Familiarise yourself with the latest financial products and services that cater to expatriates. Understanding these offerings will not only enhance your knowledge but also demonstrate your commitment to providing tailored solutions for clients.
✨Tip Number 3
Prepare to discuss your previous client relationships and how you've successfully managed them. Be ready to share specific examples of how you've helped clients achieve their financial goals, as this will showcase your expertise and build trust.
✨Tip Number 4
Research the company’s values and culture to align your approach during interviews. Showing that you understand their mission and how you can contribute will set you apart from other candidates.
We think you need these skills to ace Wealth Manager London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management or financial advisory. Focus on specific achievements, such as client acquisition and relationship management, to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your relevant experience and how it aligns with the responsibilities outlined in the job description, particularly your ability to advise on financial objectives.
Highlight Relevant Skills: In your application, emphasise skills that are crucial for a Wealth Manager, such as client relationship management, financial planning analysis, and business development. Use specific examples to illustrate these skills in action.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are essential in the financial advisory field.
How to prepare for a job interview at International Financial Advisor Jobs
✨Showcase Your Experience
Make sure to highlight your previous experience in wealth management or as an independent advisor. Be prepared to discuss specific cases where you successfully managed client relationships and achieved financial objectives.
✨Understand the Client's Needs
Demonstrate your ability to evaluate and advise on clients' medium to long-term financial goals. Familiarise yourself with common areas such as retirement planning and estate tax planning, and be ready to discuss how you would tailor solutions to different nationalities and locations.
✨Emphasise Your Self-Motivation
Since the role requires a self-motivated and dynamic personality, share examples of how you've successfully worked independently in the past. Highlight any initiatives you've taken to pursue new client relationships or improve your service delivery.
✨Familiarise Yourself with Their Systems
Research the bespoke in-house CRM system mentioned in the job description. If possible, learn about its features and how it can enhance client relationship management. This shows your proactive approach and readiness to integrate into their team.
