Independent Financial Adviser

Job Description

Independent Financial Advisor

Our client’s mission is to be a financial advisory with honesty and integrity at its heart: that clients recommend to their family and friends; employees are proud of; and regulators mark as the industry standard. We have opportunities for independent financial advisory professionals who are you looking to take the next step in their career with a growing boutique firm.

 

From investments to insurance, our client’s wealth management expertise provides unbiased financial planning solutions for over 15,000 clients worldwide from their head office in Dubai, with additional offices in the Middle East, Asia, Europe and South Africa.

 

What does it take to be part of their team?

Our client looks for people who meet their exacting requirements for accreditation, skill, and track record. You will need to be client-focused and dedicated to finding the best financial solutions for your clients.  To this end the company has connections with some of the biggest and best financial brands across the world enabling you to offer your clients an advanced range of products from across the market.

 

What does the role involve?

As an Independent Financial Advisor under our umbrella, you would ideally have a transferrable book and no restraint of trade.  You will be responsible for managing and growing your book, with the support and assistance of the company.  The company offers a comprehensive suite of employee benefits.

 

Required:

  • 5+ Years Industry Experience.
  • Holistic work experience and knowledge: may consist of some of listed. Endowments, Investments, Trusts, Pensions, Wills, Estate Planning, Structure Products, Discretionary Fund Management, Life Cover and Long-Term Savings.
  • RE5 Qualification.
  • Strong ability to develop and manage relationships with clients and partners.
  • Committed individual with a desire to succeed and progress professionally.
  • Keen Interest in personal development and business optimization.
  • Integral and honest individual.

Preferred:

  • Degree Educated
  • NQF 5 in Wealth Management

 

 

If you are interested in this role, please get in touch with IRC today 0207 692 5668 or info@ircfs.com

 

 

 

 

Kind Regards

 

Maria