PRESTIGE IFA JOBS

As you may well know, commercial / traditional employment agencies assists job seekers from all walks of life in finding work. Some of those firms even charge the job seeker.
 

Prestige IFA Jobs provide a free post and search service.
We also provide a personal service to both employer and candidates.

It is important to note that our consultants are headhunters and that there is a distinct difference between a mass generalist recruiter and a focused headhunter specialist.

Our client is an experienced and established British ran company with a young team of highly qualified advisors. The company has an incredible business in Europe and is looking now for experienced female coordinators for their brand new offices opening any day now in Dubai.

These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.

Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.

You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.

REQUIREMENTS:

• Previous experience in a Business Development Manager role, preferably in financial services
• My client would prefer female candidates for this particular role, mid 20’s age range
• Skilled in using Microsoft Office Suite
• Excellent communication and people skills
• Well developed negotiation skills
• Customer support experience
• Excellent time management and planning skills
• You are currently in a telesales or client-facing role: 1 year’s experience
• You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
• You speak in a clear English accent with preferably no other discernible accen
• You are highly organized
• Ability to make high volume of phone calls to prospects.
• Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
• Be very motivated with a can-do attitude
• Have lots of energy
• Be very friendly with a vivacious, outgoing personality
• Have a flawless work ethic
• Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role

INCENTIVES:

• Salary: 2000 GBP + 10% of commission on issued business per month
  Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.

Unique selling points:

• This role will also give you the opportunity to train to be a financial consultant should you wish to do so with the full support of the company.
• 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 , Europe and Far East giving strong career development prospects
• Full VISA sponsorship
• No office costs
• Clients rate the IFA company 9 out 10 stars on TrustPilot

MINIMUM REQUIREMENTS:

This position would best suit experienced female UK / EU candidates as most of the consumers served by my client are typical Western expatriates. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year minimum experience) will be considered for this role.

Interested? Apply at https://www.ifa-jobs.com/job/financial-coordinators-wanted-in-dubai/

My client is a boutique wealth management firm with global reach from our Head Quarters based in the United Arab Emirates, regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors – all of whom work to the exacting standards demanded in highly regulated financial markets.

As an experienced financial planning consultant, you will be expected to make a fully engaged contribution to the vision of the business.

You will have relevant industry qualifications and experience within a wealth management or insurance intermediary practice.

You will embrace a concentration on financial planning (analyzing a client’s current position and the options available to them to meet their financial goals) and client relationship development.
 

Roles & Responsibilities:

• Representing my client’s Financial Consultant Team
• Financial Planning Analysis
• Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.
• Pursuing new client relationships.
• Lead and manage a Business Development Manager /Para-planner.
• Lending your strengths toward achieving the shared business vision in collaboration with the internal team.

Advantageous Skills:

• The Financial Consultant has an undergraduate degree in a field relevant to client counseling such as economics, financial planning or investment analysis
• Has achieved a level 4 qualification in Financial Services (Wealth management, financial planning or insurance disciplines)
• Has experience leading or working within a sales team

Job Requirements:

• Minimum three years’ experience within wealth management/financial advisory – no record of client dissatisfaction or regulatory sanctions
• Minimum of a level 4 Qualification or equivalent in financial services
• Proven track record in client relationship management and acquisition
• Self-motivated, dynamic personality with an ability to work independently

The company offers:

• The company provides an extremely competitive, rewards-based package consisting of a salary, full office and administration support, regular ongoing training and further career opportunities.
• A typical first-year income is in excess of $150,000 although many earn over $300,000
• Dedicated training from qualified and experienced professionals

A good existing book of business is highly valued and rewarded accordingly

Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. Work permits might also be an issue for non EU / UK passport holders, depending on your nationality.A minimum of three (3) years experience working in the life insurance or wealth management business is a requirement. 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 wealth management experience.

Interested? Apply below.

Prestige IFA Jobs https://www.ifa-jobs.com/job/international-financial-advisor-dubai/

Do you combine your “power” with initiative and sales talent? If you like to work independently and are nevertheless a team player, then you are the ideal reinforcement for our client.

Swiss Prime International AG is a privately held insurance brokerage and financial advisory firm that offers its clients a wide range of financial products and services, including short- and long-term insurance solutions, pension and tax advice and a range of advisory services.

• The following tasks await you:
• Sales in the private customer sector with the target group expats in Switzerland
• Client acquisition
• Advice and support for international customers
• Quotation orders and tenders
• Organization of the company event
• Participation in trade fairs
• What you bring with you:
• Completed training in the insurance industry
• Several years of experience as an insurance consultant or broker
• Enjoyment of needs-based advice and a high level of customer orientation
• Reported sales result in the insurance business
• Strong self-motivation, self-discipline and proactive action
• Language skills: fluent in German and English
• What we offer:
• A young and motivated team
• An attractive location in the center of Zug
• The opportunity to complete a part-time further training course.

An exciting and varied job with an international clientele awaits you. Convince us with your meaningful application below.

Please note: This position would typically suit experienced and qualified IFA candidates. 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 experience.
 

Apply at https://www.ifa-jobs.com/job/financial-and-insurance-advisor/

The story of my South East Asian client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management.

Do you have dual nationality ie UK-Australia, or New Zealand, Germany, Portugal, France or are a national from some other EU or Western country where our industry do business in?

Our client is looking for experienced financial advisors / consultants to provide private wealth management and financial planning services to individual, family & corporate clients based in Thailand and surrounding regions.

Does this sound like you?

• Helping people and problem solving energises you
• You listen to understand and want to provide real value
• You’re known for being direct and honest, always
• Family oriented building meaningful relationships matter to you
• You are methodical and consistent because you know that great results come from preparation, patience and positivity
• “Get things done” is your motto but competing with your peers is next level fun…
• Traveling, new experiences and new cultures is something you enjoy…

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’s trends and research market to back up financial consulting
• Comply with all industry rules and regulations

REQUIREMENTS:

• Experienced offshore consultants with a minimum of two years’ working with international clients (expat clients).
• 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.
• Good Microsoft Office skills and knowledge

COMPETENCIES:

• Experience in international financial services
• Attention to detail
• Hard-working and motivated individuals
• Confidence and strong interpersonal skills
• A flexible and adaptable approach to work
• Successful and target-driven individuals

PERSONAL ATTRIBUTES:

Strong work ethic; be self-sufficient and able to work both independently and in a team.

My client’s goal is to build a book of FUM of £100M+ at record speed.

TOOLS AT CONSULTANT’S DISPOSAL:

• Seminars
• Client Educational Courses
• Golf Events
• Networking Events
• Breakfast & Coffee Networking with aligned introducers.
• Hosted Investment Management Roundtable Events
• IHT and Death tax education Events
• Forced Heirship education which is REALLY BIG in Asia
• QNUPS, SIPP Transfers, education and training Events.
• Holistic Tax planning solutions
• Trust structures and education on offshore structures and tax mitigation
• Online and offline marketing to the specific niches that will bring advisors leads over time as bonus.

This is not your average IFA opportunity, but rather a ONCE IN A LIFETIME opportunity to work in an Elite team to break records for my client who is one of the leading IFA’s in Asia with 56 years in the market!

Plus my client have our own RARE Client acquisition process that averages a 90%+ closing rate. No cold calling necessary as they have templates and processes for lead gen.

THE COMPANY ALSO OFFERS (but not limited to):

• A proper Work permit
• Office Support and Hot Desking
• 5 and 6 Star Event Venues
• Dedicated Event Managers…
• BDM support

MINIMUM REQUIREMENTS:

Only candidates with two years’ experience in the financial services industry will be considered for this role.

Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. Experience working in the international wealth management business is a requirement. 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 experience.

More at https://www.ifa-jobs.com/job/financial-consultants-thailand/

Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding their client’s financial future.

Founded by UK qualified financial advisers, our client offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace.

This is one of the fastest growing regions in the business and you will be encouraged to study for the Series 65 and Series 7 FINRA exams as well as to obtain your Life Insurance qualification.

JOB DESCRIPTION

This opportunity is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you looking to take the next step in your career?

The right candidate will have access to exclusive international and local solutions to independently advise and service their clients.

Working in a face to face capacity with clients, you will be evaluating and advising on medium to longer term financial objectives. The advice will be specific to nationality and location and cover such areas as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and General Estate & Inheritance Tax Planning.

My client’s Wealth Managers work closely with our marketing, coordination and paraplanning teams who will assist them with their day to day client meetings.

Each of my client’s team is held to high standards and are given ongoing training to ensure they meet both your and our standards.

You will also be given access to their bespoke CRM system that is created in-house by previous Wealth Managers.

WHAT DO MY CLIENT VALUE:

• Solid interest in building or furthering a career in Financial Services
• Those who are willing to learn – all our Wealth Managers must strive to be a minimum of level 4 qualified
• High quality professional communicators
• Success and target driven
• Positive self-motivators
• Want to be a part of a firm with exceptionally strong reputation and growing global brand

Candidates must speak Fluent English, have proven sales ability and an entrepreneurial mindset.

Very Competitive remuneration with exceptional earnings for top achievers. Regular incentives, including international conventions.

Further potential opportunity to be a part of the aggressive expansion plans and open new offices globally.

VERY IMPORTANT – Ideally this candidate already has existing AUM/book of existing clients.

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates with international advisory experience A minimum of three (3) years experience working in the life insurance or wealth management business is a requirement. 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 wealth management experience.

Apply at https://www.ifa-jobs.com/job/financial-advisor-usa/

An exciting opportunity has become available for an experienced UK financial advisor to make the move abroad. On target earnings in excess of £200k, as evidenced by existing advisors.

The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team in Spain, offering Financial Planning and Wealth Management services to clients around the world.

The role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including paraplanning and admin support.

The role

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience.

• Commission base role
• Existing client bank provided
• Access to new leads and clients
• Conduct fact find meetings with new and existing clients
• Prepare sound financial plans to ensure clients meet their financial goals
• Advise clients on current financial issues and make recommendations
• Build strong relationships to retain existing clients
• Generate new business and build introducer relationships
• Manage your own diary
• Market leading IT system

What you’ll need to succeed:

• Diploma Level 4 Qualified UK Financial Advisor
• 2 years minimum experience as a Financial Advisor
• Experience of advising clients on Investments and Pensions
• Proven track record of success and achievements
• Experience of managing client relationships
• Able to manage and retain a client book
• Able to further grow a client book
• Hungry, driven and motivated individual – wanting to earn minimum £200,000

Unique selling points:

For selected individuals, the company will provide flights, accommodation, leads and a coordinator.

Please note: This position would typically suit experienced UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of 2 years experience working in the wealth management business is a requirement. 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 investment advisory sales experience.

Apply at https://www.ifa-jobs.com/job/financial-advisor-spain/

You're a qualified UK financial advisor...right ?

• Would you perhaps like to explore your options as an IFA in the international arena?
• Would you like to SELL to clients and avoid mountains of paperwork?
• Would you like to work in exotic locations?
• Would you like to engage fresh prospects who actually NEED what is on offer?
• Your efforts=Your rewards – Does that interest you?

If you’re tired of over-the-top regulation and would like to explore your options in the international marketplace, then please feel free contact us TODAY for a discreet and confidential chat.

Contact us for more details today.

Prestige IFA Jobs https://www.ifarecruit.com

If you’re an IFA…

• Would you perhaps like to explore your options as an IFA in the international arena?
• Would you like to SELL to clients and avoid mountains of paperwork?
• Would you like to work in exotic locations?
• Would you like to engage international prospects who actually NEED your advice?
• Your efforts=Your rewards – Does that interest you?

Contact us for more details today.

Prestige IFA Jobs https://www.ifarecruit.com

My client is an international financial planning and wealth management company. As independent financial consultants, they provides unbiased advice and access to the world’s top investment management groups.

Their consultants offer a wealth of experience providing the full spectrum of financial advice from international investment structures for your long-term financial security, portfolio management, and wealth protection, to private equity and venture capital funds.

The company is looking for senior individuals who can collaborate and help build their established business in the region.

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’s trends and research market to back up financial consulting
• Comply with all industry rules and regulations

REQUIREMENTS:

• Degree from a university (a Chinese work permit requirement)
• Experienced offshore consultants with a minimum of 2 years working with international clients (expat clients).
• 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
• Good Microsoft Office skills and knowledge

COMPETENCIES:

• Experience in financial services
• Attention to detail
• Hard-working and motivated individuals
• Confidence and strong interpersonal skills
• A flexible and adaptable approach to work
• Successful and target-driven individuals

PERSONAL ATTRIBUTES:

Strong work ethic; be self-sufficient and able to work both independently and in a team.

THE COMPANY:

• They are an award winning wealth management company
• They offer increasing level of commissions dependent upon CISI or equivalent qualification levels achieved
• The offer an opportunity to buy in to the business after 5 years employment with the company
• The company will offer to buy back your book when exiting the business/company
• Good opportunities for progression
• Lead generation and appointments provided
• They regularly run events and seminars to help their consultants get leads and network
• They are extremely proactive in sponsorship to grow the brand and generate leads for the consultants

BENEFITS:

• Signing package for consultants with existing clients
• Up to a 75% share of initial advice fees, plus residual fees on AUM
• Share scheme participation – at Senior Partner level
• Investor Buy-out scheme when retiring from the business
• Qualified leads & appointments”

MINIMUM REQUIREMENTS:

Only candidates with two years’ experience at senior level in the financial services industry will be considered for this role.

Please note: This position would typically suit experienced South African, UK, AU, NZ investment advisory candidates as most of the consumers served by my client are typical EU, UK and other Western expatriates. Work permits might also be an issue for non EU / UK passport holders, depending on your nationality. Experience working in the international wealth management business is a requirement. 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 experience.Please don’t send your CV for any other jobs of professions.

Apply at https://www.ifa-jobs.com/job/financial-advisor-shanghai/

Are you looking for a change from the usual target driven old fashioned sales – IFA style?

Our client is a discretionary fund manager, Luxury focused Conglomerate and a PLC domiciled in Dublin and Monaco that uses Warren Buffett’s techniques to make more money for wealthy clients and Brokers alike. They are currently looking for financial advisors who want to work remotely – telecommute.

They invest in companies in the Yachting industry, Private Aviation, Food and Beverage as well as any Luxury focused B2B/B2C company. In addition to buying into/over such companies, we also invest heavily in large Cap stocks such as Apple, Coca Cola, Google, Cigna Insurance etc for additional growth/dividends.

Currently, they are recruiting for 3 positions: In-house Financial Advisor, Professional Introducers and BDMs.

The candidate Advisor should have an existing client base, noting they may be able to provide leads via BDMs and possess Industry standard qualifications. The candidate BDM should already be working in such a role and be highly disciplined.

OPPORTUNITY:

My client is seeking International Financial Advisors to join their team of high-end consultants to promote their range of Managed Securities Accounts (MSA’s), which have been in existence for over 2 decades and have performed supremely well.

They purchase global large Cap stocks, with household names like Apple, Nike, IBM etc represented, and trade on major exchanges like NYSE, NASDAQ etc.

With Warren Buffett’s story at their DNA, brokers are able to re-engage and re-enthuse clients with cutting edge products that are significantly better than Life Bonds and earn greater income in an easier environment.

THEIR LICENSES:

• CIMA UK
• MFSA Malta
• FSC Barbados
• CIMA Cayman.

SUMMARY OF BENEFITS:

• Remote working
• Flexibility and independence
• The ability to solicit and manage clients on a worldwide basis
• Business checked internationally before processing
• Minimal restrictions internationally
• Passporting
• Same % split on all income generated; commission, fees, AUM and trail payments
• Unique and attractive products for varied demographic of clients
• Avenues to process all business services through affiliated companies

This is an ideal role for experienced Financial Consultants who want to benefit from top levels of income and who wish to work independently. A full suite of financial products is available including highly attractive and flexible products for all clients that are not available via other brokers.

REMUNERATION:

Note that our client can also pay salaries to Iintroducers allowing them to stay with their current company and receive pay from our client.

Do please note that they insist on you concluding one client subscription before they start to pay salaries to prove you can do it.

Salary range for Financial Advisors/ Introducers is circa EUR 2000-10,000 +5% Comms or 7% Comms only for and EUR 2000-3500 +25% Comms for BDMs.

This is an excellent opportunity to join this highly respected company. They are seeking a small number of strategically positioned advisers to represent their brand in key locations worldwide

USP: YOU DO NOT NEED TO QUIT YOUR EXISTING JOB TO TAKE ON THIS OPPORTUNITY, EVEN SALARIED! Do this alongside whatever else you’re doing as many IFA’s and BDM’s are doing already.

Please note: IFA’s must have a demonstrable track history having focused on lump sum investing, have high ethical standards, and have the ability to work remotely. This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates or advisors from other countries with suitable investment advisory qualifications and experience. 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 wealth management experience and have a good client list / book of clients.

Apply at: https://www.ifa-jobs.com/job/international-financial-advisor-remote-ifa/