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- Tasks: Help clients achieve their financial goals through tailored advice and face-to-face meetings.
- Company: Join a dynamic, borderless IFA practice based in Abu Dhabi, focused on growth and client success.
- Benefits: Enjoy market-leading support, high commission levels, and the ability to take your clients with you.
- Why this job: Be part of a supportive team with ongoing training and a focus on client relationships.
- Qualifications: Minimum three years in wealth management; proven track record in client acquisition required.
- Other info: Ideal for experienced UK investment advisors; not suitable for accounting or auditing backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
My client HQ’ed 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 who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your career?
The right candidate will have access to exclusive international and local solutions to independently advise and service their clients. Working in a face to face capacity with clients, you will be evaluating and advising on medium to longer term financial objectives. The advice will be specific to nationality and location and cover such areas as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.
My client’s Wealth Managers work closely with our marketing, coordination and paraplanning teams who will assist them with their day to day client meetings. Each of my client’s Management’s team is held to high standards and are given ongoing training to ensure they meet both your and our standards. You will also be given access to their bespoke CRM system that is created in-house by previous Wealth Managers.
Responsibilities
- Representing my client’s Financial Consultant Team
- Financial Planning Analysis
- Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.
- Pursuing new client relationships.
- Lead and manage a Business Development Manager / Para-planner.
Requirements
- Minimum three years’ experience within wealth management/financial advisory – no record of client dissatisfaction or regulatory sanctions
- Proven track record in client relationship management and acquisition
- Self-motivated, dynamic personality with an ability to work independently
Company Offers
- Market leading back office support
- Highest commission levels available through any IFA business
- Ability to sell your book upon leaving
- Ability to take your clients with you if you leave to another IFA
- Examination support
- Career guidance and support
- Lead generation provided (if needed)
- Coordinators provided (if needed)
Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.
WEALTH MANAGER LONDON employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land WEALTH MANAGER LONDON
✨Network with Industry Professionals
Reach out to current or former wealth managers and financial advisors in your network. Engaging in conversations about their experiences can provide valuable insights into the role and help you understand what skills are most sought after.
✨Stay Updated on Financial Trends
Make sure you're well-versed in the latest financial news and trends, especially those affecting expatriates and international clients. This knowledge will not only boost your confidence but also demonstrate your expertise during interviews.
✨Prepare for Client-Facing Scenarios
Since this role involves direct client interaction, practice your communication and relationship-building skills. Role-playing potential client meetings can help you articulate your advice clearly and effectively.
✨Understand the Company Culture
Research the company’s values and culture to ensure you align with their approach. Tailoring your discussions to reflect their ethos during interviews can significantly enhance your chances of making a positive impression.
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 and client relationship management. Use specific examples that demonstrate your success in these areas, as this role requires a proven track record.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying to this specific role. Mention how your skills align with the responsibilities outlined in the job description, particularly your ability to work independently and pursue new client relationships.
Highlight Relevant Qualifications: If you have any relevant qualifications such as CISI, DipFA, or DipPFS, make sure to include them prominently in your application. This will show that you meet the professional standards expected by the company.
Showcase Your Client-Facing Experience: Since this position is client-facing, emphasise your experience in scheduling and attending client meetings. Provide examples of how you've successfully captured client needs and built confidence in your advisory capabilities.
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to wealth management. Be prepared to discuss specific strategies for Lump Sum Investing, Retirement Planning, and other areas mentioned in the job description.
✨Demonstrate Client Relationship Skills
Since this role is client-facing, showcase your experience in managing and acquiring client relationships. Prepare examples of how you've built trust and confidence with clients in previous roles.
✨Highlight Your Independent Advisory Experience
Emphasise your background as an Independent Advisor or Wealth Manager. Discuss how your experience aligns with the company's focus on providing tailored advice based on nationality and location.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to meet client needs. Think about past experiences where you successfully navigated complex financial situations for clients.
