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- Tasks: Help clients achieve their financial goals through tailored advice and support.
- Company: Dynamic financial advisory firm with a focus on client-centric solutions.
- Benefits: Competitive salary, flexible pension plans, and generous fringe benefits.
- Why this job: Join a supportive team that values your growth and offers a wide range of products.
- Qualifications: Minimum 3 years of experience in financial services sales required.
- Other info: Opportunities for professional development and a vibrant work culture.
The predicted salary is between 36000 - 60000 £ per year.
Our highly regulated client believes that their clients’ financial planning stands at the heart of everything they do. No matter where your clients may be on life’s journey, they can help plan for the major objectives that they may have. From buying property and educating their children, to protecting their family against illness, accident and death, all the way through to enjoying a comfortable retirement and eventually passing their wealth to their chosen beneficiaries.
Founded in 2010 and with a strong team encompassing advice, asset management, client servicing, administration and compliance, they are able to cater for all of their clients’ needs in one place. Resting underneath stringent Swiss/EU regulation and compliance allows for complete peace of mind. EU financial regulation (MiFID II) facilitates the harmonisation and cross-border activity through the process of passporting into EU countries. Our client can currently passport into: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, Netherlands, Norway, Poland, Portugal, Slovakia, Spain, Sweden, Slovenia and Romania. Also included is an EU Insurance Distribution Directive (IDD) license, FINMA Switzerland and FCA license for the UK.
Job Description
Being a part of the firm, would you like to work for a company that systematically supports your development, enhances your career opportunities and compensates you with a competitive salary that is based on your performance? Would you like to have a flexible pension plan and generous fringe benefits with full administration and technical support?
Full Suite of Domestic & International Product Range
Feel you are tied to a restrictive product range and can’t always provide your clients with truly independent advice? MWC Group, with our vast range of Swiss and International partners, supports its advisers by providing them with a truly ‘whole of market’ suite of product solutions, in the area of health care, wealth management, insurance and trust products.
Additional Information
Compensation
They aim to provide highly competitive pay levels over the long term. Their banding system rewards dedication and hard work by building long-term client relationships. Our client is open to negotiate a salary package with the right individuals. Employer safeguards against accidents, sickness or pregnancy. Travel and general business expenses are tax deductible against salary. Discounts on insurance products, savings plans & mortgage products.
Solid training and targeted further education. Our client promotes your professional career by financially supporting and allowing time for the pursuit of external further education and training.
Please note: This position would typically suit experienced and qualified IFA candidates with at least 3 years experience, and preferably a transferable book of business. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales and targets driven profession. Please only apply if you have the required financial services sales experience.
Financial Advisor Europe in City of Westminster employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor Europe in City of Westminster
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Financial Advisor role!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and knowledge in financial planning. Share success stories and how you've helped clients achieve their goals. This will show them you're the right fit for their team.
✨Prepare for Interviews
Do your homework on the company and its values before the interview. Be ready to discuss how you can contribute to their mission of client-focused financial planning. Practise common interview questions and have your own questions ready to show your interest.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace Financial Advisor Europe in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Financial Advisor role. Highlight your client-facing experience and any relevant qualifications to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you can help clients achieve their goals. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s exceeding sales targets or building strong client relationships, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 your potential employer offers. Familiarise yourself with their whole of market suite, including health care, wealth management, and insurance products. This will not only help you answer questions confidently but also demonstrate your genuine interest in the role.
✨Showcase Your Client Relationship Skills
Since this role is client-facing and sales-driven, be prepared to discuss your experience in building and maintaining client relationships. Share specific examples of how you've successfully managed client expectations and delivered tailored financial advice. This will highlight your suitability for the position.
✨Understand Regulatory Frameworks
Given the highly regulated nature of the financial industry, it's crucial to be well-versed in relevant regulations like MiFID II and the EU Insurance Distribution Directive. Brush up on these regulations and be ready to discuss how they impact financial planning and client interactions.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with insightful questions about the company’s approach to client servicing and their support for professional development. This shows that you're not just interested in the job, but also in how you can grow within the company.
