International Investment Advisor

My client is a highly regulated British owned and run international wealth management company. They specialise in providing global finance solutions for those with a global lifestyle. My client strives to provide the best level of service in the industry which means having the right regulations, the right structure and the right people.

They pride themselves on being truly different, their overarching aim is to give high quality, trusted advice that’s in the very best interests of their clients and to be trusted to deliver just that.

Any successful English 1st language speaking candidate will need to have achieved (or be working towards in a Trainee role) financial qualifications relevant to the jurisdiction they work in, ideally level 4 qualifications or Diploma equivalent to comply with our UK industry benchmark.

YOU WILL BE REQUIRED TO ADVISE ON:

* Private Client Investments
* Pensions and Retirement Planning
* Tax Planning
* Mortgages
* Protection Arrangements

OTHER REQUIRED SKILLS:

* Solutions orientated – imaginative.
* Highly organised, methodical, analytical, disciplined.
* Ability to work autonomously whilst still being a key member of a team.
* Great communication skills – written and oral.
* Strong client focus, with the ability to transact with financially sophisticated clients and products.
* Good IT skills including strong working knowledge of Excel.

MAIN UNIQUE SELLING POINTS:

* Fully MiFID-regulated – strongest possible regulatory backing in Europe with special regulatory permission to do business in Canada
* Independent with access to a wide range of products and providers; ethical, value-driven and focused on putting their client first
* Dedicated Business Development Team charged with booking calls for Advisers
* High-performing portfolio investment option
* Tax Team offering guidance and solutions for cross-jurisdictional tax queries and all aspects of tax planning
* Administration team based in the UK to relieve Advisers of paperwork duties and leave them free to concentrate on Advising
* Re-designed, fully-functional website with Adviser and contact information and downloadable guides for Expats; active across social media platforms with templates available for advisers to circulate regular posts amongst networks
* Small regional offices of up to 5 Advisers; all advisers are equipped to operate remotely

They are also fully regulated by CySEC with a Market in Financial Instruments Directive (MiFID) license to provide investment advice.