Financial Advisor - France

(embed)

Join our client's team as a Wealth Management Advisor! Our client, a leading independent digital private investment bank and asset management organization, takes pride in delivering top-notch, professional advice to expatriate clients and investors worldwide.

With over 100,000 clients globally and more than $12 billion under guidance, they are trusted by renowned entities like Workplace Solutions (WPS), serving as the pension advisor for prestigious institutions such as the BBC, Rolls Royce, London Stock Exchange, Total, UK Parliament, and others.

Their track record includes numerous industry accolades, with a business model that continuously expands to maintain industry leadership.

They are expanding their team and seeking independent Wealth Management Advisors, preferably with existing client portfolios, who are eager to offer international financial products, including savings, bonds, app-based investments, VC funds, and lump-sum products.

What they offer:

• A dynamic, inclusive, and collaborative environment with learning opportunities.
• The chance to work with innovative products and technology.
• Ongoing training and career development.
• Lucrative compensation across all products.
• Support in compliance, administration, CRM, and marketing.
• Remote and hybrid working options for professionals expanding their international product offerings in sectors like FinTech, Financial Services, Business Development, Structured Finance, and Pensions.

Responsibilities:

• Provide personalized financial planning support.
• Assist in building client relationships.
• Prepare accurate financial plans.
• Advise clients on suitable medium to long-term financial solutions.

Qualifications:

• At least 2 years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Proficiency in spoken and written English at native or business level.

Please note: This role is suited for experienced and qualified IFA candidates or those eager to start a career in financial services and wealth management. It is NOT suitable for professionals from accounting, auditing, or general financial management backgrounds. This is a client-facing, sales-driven role requiring targets and sales aspirations. Only apply if you meet these criteria.

(mailerlite_form form_id=2)

Certifications such as CISI Level 4, CFP, CFA, or equivalent are preferred.