Website advisorjobs Prestige IFA Jobs
Our client, an esteemed and accolade-laden company committed to sustainability and enriching the lives and financial well-being of our clientele, seeks dedicated Investment Advisory Wealth Managers to join their journey of ongoing expansion.
They offer not only the opportunity to oversee diverse portfolios but also an abundance of training, continuous career advancement, and a culture fostering learning and development. Emphasizing the pivotal role of training, the CEO has cultivated an environment of unwavering support for career growth, driving our employees’ aspirations.
Founded on principles of diligence and fostering individual success, their culture thrives on ambition and continuous growth, welcoming individuals eager to learn and evolve alongside them.
Their primary commitment is delivering personalized, independent financial advice to each client, ensuring their unique needs are met.
As a Wealth Manager, you’ll have the chance to guide numerous clients in financial management, leveraging licenses across multiple countries and cutting-edge industry advancements. Your responsibilities include nurturing client relationships, offering comprehensive investment advisory services, and tailoring personalized strategies to address their financial goals.
Key Responsibilities:
- Establish and cultivate a clientele base through personalized advisory services.
- Manage client portfolios, maintaining robust communication and trust.
- Grow assets under management by identifying financial needs and opportunities.
- Conduct thorough client reviews to deliver tailored wealth management solutions.
- Provide needs-based solutions through effective communication and influence.
- Continuously assess potential impacts and identify risks and opportunities.
- Analyze global markets and client situations to recommend suitable products and services.
- Offer individualized advice on various financial products, ensuring compliance with all relevant requirements.
- Fulfill general administrative duties as needed.
Required Skills:
- Degree or equivalent experience, preferably in business, finance, economics, or management.
- Strong numerical and analytical skills with keen attention to detail.
- UK level 4 advisory qualification or willingness to achieve.
- Experience with high net worth clients preferred.
- Knowledge of investment products such as lump sum investments, offshore investments, fintech, bonds, or pension products advantageous.
- Trustworthy, professional team player with a commitment to quality service.
- Sound judgment skills and attention to detail in risk analysis.
- Proven track record in financial sales.
- Ambitious, target-driven individual with a hunger for success.
Company Benefits:
- Opportunity for further industry-relevant qualifications.
- Diverse career opportunities and pathways for progression.
- Potential for location transfers.
- Competitive commission bonus structure.
- Comprehensive individual and team training programs.
- Client and employee engagement events.
Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. 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 aspirations.