Financial Advisers

Roles & Responsibilities: Representing the client’s Financial Consultant Team. Conducting Financial Planning Analysis. Scheduling and attending client meetings to understand evolving short-term and long-term client needs, thereby ensuring client confidence in the advisor team. Pursuing new client relationships. Leading and managing a Business Development Manager / Para-planner. Contributing your strengths towards achieving the shared business vision in collaboration with the internal team. Advantageous Skills: The Financial Consultant should have an undergraduate degree in a relevant field such as economics, financial planning, or investment analysis. Achieved a Level 4 qualification in Financial Services (Wealth Management, Financial Planning, or Insurance disciplines). Experience leading or working within a sales team. Requirements: Minimum three years of experience within wealth management/financial advisory, with no record of client dissatisfaction or regulatory sanctions. Minimum Level 4 Qualification or equivalent in financial services. Proven track record in client relationship management and acquisition. Self-motivated, dynamic personality with the ability to work independently. Please note: This position is suitable for experienced, CISI / CII qualified UK investment advisory candidates, as most clients served are typical EU and UK expatriates. Work permits may be an issue for non-EU/UK passport holders, depending on nationality. A minimum of three years’ experience in the life insurance or wealth management business is required. This role is client-facing, sales-driven, and targets-oriented. Only apply if you meet the wealth management experience criteria. Disclaimer: Naukrigulf.com is a platform connecting jobseekers and employers. Candidates should independently verify the legitimacy of prospective employers. We do not endorse requests for money or sharing personal/bank details. For security advice, visit our site. Report any fraud or malpractice to #J-18808-Ljbffr