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- Tasks: Provide strategic financial advice and develop tailored financial plans for clients worldwide.
- Company: Dynamic UK-based financial advisory firm with a young, vibrant team across Europe and the Middle East.
- Benefits: Earn GBP80,000 - 100,000 tax-free in your first year, with potential to double in the second year.
- Why this job: Work remotely from anywhere while making a real impact on clients' financial futures.
- Qualifications: Experience in financial advising and strong communication skills are essential.
- Other info: Full visa sponsorship, career growth opportunities, and support for professional exams.
The predicted salary is between 80000 - 100000 £ per year.
UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements. Our client is an experienced and established British ran company with a young team of highly qualified advisors on location in Spain, Dubai, Belgium and Switzerland. The company has an incredible business and is looking now for experienced financial advisers who are keen to work remotely from just about anywhere in the world. This client would prefer advisors with UK level 4 CISI credentials, although not mandatory as experienced and selected advisors may obtain this on the job within a few months.
RESPONSIBILITIES
- Provide strategic advice across a variety of financial products and services
- Assess client's overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Keep abreast of new industry trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
REQUIREMENTS
- Proven working experience as a Financial adviser or relevant experience
- Track record of successful financial guidance
- Ability to analyze market's financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge
BENEFITS
- Expected income of GBP80,000 - 100,000 within first year of work, which is tax-free, and GBP100,000 - 200,000 within second year, tax-free
- Internal coordination department to book meetings
UNIQUE SELLING POINTS
- Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds
- Aggressive expansion plans through the middle east and Europe, giving strong career development prospects
- My client will pay for any relevant exams (CII or CISI) that advisers may wish to take to grow in their career
- Full VISA sponsorship
- No office costs
- Clients rate the IFA company 9 out of 10 stars on TrustPilot
- Dual licensing in UAE via partnership
- Advisors with at least a 4Mil+ AUM book of business will have a distinct advantage
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
International Financial Advisor – Remote employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land International Financial Advisor – Remote
✨Network Like a Pro
Get out there and connect with other financial advisors and industry professionals. Attend webinars, join LinkedIn groups, and don’t be shy about reaching out to people in your field. You never know who might have the inside scoop on job openings or can refer you to potential clients.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your unique skills and experiences. Share specific examples of how you've helped clients achieve their financial goals. This will help you stand out from the crowd and show that you’re the right fit for the role.
✨Stay Updated on Industry Trends
Keep yourself informed about the latest trends in finance and investment. This not only helps you in interviews but also shows that you're passionate about your field. Subscribe to financial news outlets or follow relevant blogs to stay ahead of the game.
✨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. So, go ahead and submit your application today!
We think you need these skills to ace International Financial Advisor – Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience as a Financial Advisor. Focus on your qualifications, like DipPFS or CISI Level 4, and any relevant achievements that showcase your ability to provide strategic financial advice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this remote role. Mention your client-facing experience and how you can help clients make profitable financial decisions.
Showcase Your Communication Skills: Since this role requires strong communication skills, make sure to demonstrate this in your application. Use clear and concise language, and don’t shy away from showing your personality – we want to see the real you!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our fantastic team of advisors!
How to prepare for a job interview at Prestige IFA Jobs
✨Know Your Credentials
Make sure you’re well-versed in your qualifications, especially if you have a UK Level 4 CISI credential. Be ready to discuss how your experience aligns with the role and how it can benefit the company’s clients.
✨Research the Company
Dive into the company’s background, their expansion plans, and their unique selling points. Understanding their approach to financial advising will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Prepare for Client Scenarios
Think about potential client situations you might face in this role. Prepare to discuss how you would assess a client's financial picture and develop a solid plan. This will demonstrate your analytical skills and ability to provide data-based advice.
✨Showcase Your Communication Skills
Since this role is client-facing, practice explaining complex financial concepts in simple terms. Highlight your strong communication and negotiation skills during the interview to show you can build relationships effectively.