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- Tasks: Manage client portfolios and provide financial advice on wealth matters.
- Company: Join a leading Tax and Wealth Management company for UK ex-pats in Europe.
- Benefits: Enjoy a salary of €60,000 plus bonuses, pension, and relocation costs covered.
- Why this job: Experience beautiful European locations while making a real impact on clients' financial futures.
- Qualifications: UK Regulated Financial Planning Qualification (CII Level 6 preferred) and experience with UK private clients.
- Other info: Full technical support provided; perfect for those eager to emigrate.
The predicted salary is between 36000 - 60000 £ per year.
Location: France, Spain & Portugal
Salary: €60,000 + Bonus
We have an exciting and unique opportunity for a UK-based Financial Planner who has a desire to relocate to Europe. We are working with the leading Tax and Wealth Management company for UK ex-pats who are hiring for a Financial Planner across their European offices. Their Portuguese offices offer beautiful sites and culture.
The role will be focused on managing an existing portfolio of clients, providing ongoing financial advice on their complex wealth matters, working in unison with the regional tax advisers. They offer excellent adviser support, with both local and centralised back-office teams to take care of all administration, paraplanning and compliance.
They are looking for an enthusiastic and self-sufficient Financial Planner who has a genuine desire to emigrate abroad.
- Salary of €60,000 + Bonus
- Attractive benefits package including Pension, DIS, PHC, PMI
- Full technical back-office support
- Relocation costs covered
Requirements:
- UK Regulated Financial Planning Qualification (CII Level 6 preferably, Level 4 Minimum)
- Experience advising UK private clients
- Strong technical knowledge of IHT and pension planning
- Genuine desire to relocate and work abroad
Please get in touch or apply online to find out more about this opportunity.
Financial Adviser - Retirement Planning employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Retirement Planning
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who have experience working with UK ex-pats. Attend industry events or webinars to connect with potential colleagues and gain insights into the specific challenges and opportunities in this niche.
✨Tip Number 2
Familiarise yourself with the tax regulations and financial planning practices in France, Spain, and Portugal. This knowledge will not only enhance your expertise but also demonstrate your commitment to understanding the local market when you engage with potential employers.
✨Tip Number 3
Showcase your adaptability and enthusiasm for relocating in your conversations with recruiters. Share any previous experiences of living or working abroad, as this can highlight your readiness for the transition and your ability to navigate new environments.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailor your discussions to reflect how your personal values align with theirs, particularly regarding client service and support, which is crucial in financial planning roles.
We think you need these skills to ace Financial Adviser - Retirement Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with UK private clients. Emphasise any qualifications you have, such as CII Level 6 or Level 4, and showcase your technical knowledge in areas like inheritance tax and pension planning.
Craft a Compelling Cover Letter: Write a cover letter that expresses your enthusiasm for relocating to Europe and working with ex-pats. Mention why you are interested in this specific role and how your skills align with the company's needs. Personalise it to reflect your understanding of their operations.
Highlight Relevant Experience: In your application, focus on your previous roles where you managed client portfolios and provided ongoing financial advice. Use specific examples to demonstrate your ability to handle complex wealth matters and collaborate with tax advisers.
Showcase Your Soft Skills: Since the role requires self-sufficiency and enthusiasm, make sure to highlight your interpersonal skills and ability to work independently. Provide examples of how you've successfully built relationships with clients and worked in team settings.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Show Your Passion for Relocation
Make sure to express your genuine desire to relocate to Europe during the interview. Share your motivations and how this move aligns with your personal and professional goals, as this role requires a commitment to living abroad.
✨Demonstrate Technical Knowledge
Be prepared to discuss your understanding of inheritance tax (IHT) and pension planning in detail. Highlight any relevant experience you have advising UK private clients, as this will showcase your expertise and suitability for the role.
✨Highlight Your Client Management Skills
Since the role involves managing an existing portfolio of clients, be ready to provide examples of how you've successfully built and maintained client relationships in the past. This will demonstrate your ability to provide ongoing financial advice effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's support systems, such as the back-office teams and adviser support. This shows your interest in how they operate and your eagerness to integrate into their team.
