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- Tasks: Provide strategic financial advice and develop tailored financial plans for clients.
- Company: Established UK company with a young, dynamic team across Europe and the Middle East.
- Benefits: Earn GBP80,000 - 100,000 tax-free in your first year, with growth potential.
- Why this job: Work remotely while making a real impact on clients' financial futures.
- Qualifications: Experience in financial advising and strong communication skills required.
- Other info: Full visa sponsorship and support for professional exams to boost your career.
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
- 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
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.
Financial Advisor – Remote (UK Advisor) in London employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor – Remote (UK Advisor) in London
✨Network Like a Pro
Get out there and connect with other financial advisors and industry professionals. Attend webinars, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨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. We want to see your passion and expertise shine through!
✨Prepare for the Interview
Do your homework before any interview. Research the company, understand their values, and be ready to discuss how you can contribute to their success. We recommend practising common interview questions so you can answer confidently and clearly.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team and help us grow!
We think you need these skills to ace Financial Advisor – Remote (UK Advisor) in London
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 strong communication is key in this role, make sure your application reflects your ability to explain complex information clearly. Use straightforward language and avoid jargon to demonstrate your skills right from the start.
Apply Through Our Website: We encourage you to apply 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!
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 DipPFS or CISI Level 4. Be ready to discuss how your experience aligns with the role and how it can benefit the company.
✨Understand the Market
Research current trends in financial advising and be prepared to discuss them. This shows that you’re proactive and knowledgeable, which is crucial for providing strategic advice to clients.
✨Showcase Your Communication Skills
Since this role involves guiding clients through complex financial decisions, practice explaining intricate concepts in simple terms. Use examples from your past experiences to demonstrate your ability to communicate effectively.
✨Prepare Questions
Have a few thoughtful questions ready about the company’s expansion plans or their approach to client relationships. This not only shows your interest but also helps you gauge if the company is the right fit for you.