Jobs
>
London

    Financial Planning - England, United Kingdom - Prestige IFA Jobs

    Prestige IFA Jobs
    Prestige IFA Jobs England, United Kingdom

    1 week ago

    Default job background
    Description
    My client is one of Dubai's leading, regulated Wealth Management firms.

    Due to expansion within their financial consultancy team, they are now looking for additional good quality, UK qualified financial planning consultants for their established offices in Dubai.

    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.

    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.

    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)
    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
    USD 5,000+ per month, 50% gross commission and a quarterly bonus based on an AUM for selected individuals. International Financial Advisors with books of business are also encouraged to apply.

    This position would typically suit experienced and CISI / CII qualified UK 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.


    Tagged as:
    advisor , DipFA , DipPFS , Dubai , Financial Advisor , Financial Career , IFA Jobs , Prestige IFA Jobs , Switzerland , UAE , UK Pensions , UK Qualified , Wealth Advisor , Wealth Management Advisor , Wealth Manager
    #
  • Alexander Lloyd

    Financial Planning

    1 week ago

    Alexander Lloyd London, United Kingdom

    Our client a top tier fintech global financial services organisation are expanding and at a rapid rate. They have a newly created Financial Planning & Analysis Manager opportunity based in their London office. · Hybrid working, Salary ranging between £75,000-£85,000 plus benefits ...

  • Dexters Estate Agent Group

    Financial Planning

    1 week ago

    Dexters Estate Agent Group London, United Kingdom

    Dexters, founded in 1993 and led by CEO Andy Shepherd, working alongside Chairman Justin King CBE, has grown to 150 offices across London, with over 2,000 colleagues. Dexters sales of London property are running at over £5 billion a year and the business is also renowned for lett ...

  • Vitae Financial Recruitment Limited

    Financial Planning

    1 week ago

    Vitae Financial Recruitment Limited London, United Kingdom

    Financial Planning & Analysis Manager, London (Hybrid working) · £50- £60kpa Plus Benefits · Vitae are delighted to be partnering with a fast moving, global business recruit an FP&A Manager, which is newly created. The individual will manage the delivery of accurate and timely ma ...

  • The Workplace Consultancy

    Financial Planning

    1 week ago

    The Workplace Consultancy London, United Kingdom

    My client is a disruptive financial technology (FinTech) company. Their clients are made up of Leading investment banks, asset managers, hedge funds, commodity houses, and brokerage firms (collectively representing over 20 trillion dollars of AUM). · My clients AI-assisted Softwa ...

  • eFinancialCareers

    Financial Planning

    1 week ago

    eFinancialCareers London, United Kingdom

    **Financial Planning & Analysis Manager | Central London | Marketing | £60-65,000 base** · A small growing international digital marketing agency are looking for a Financial Planning & Analysis Manager. This Financial Planning & Analysis Manager role is a very hands on position a ...

  • eFinancialCareers

    Financial Planning

    1 week ago

    eFinancialCareers London, United Kingdom

    I am working with a ground breaking firm of professionals with their search for a Financial Planning & Analysis Accountant to join their Finance Function. This role presents an excellent opportunity for an experienced FP&A Specialist to take a step upwardsin their career whilst s ...

  • Harper May Ltd

    Financial Planning

    1 week ago

    Harper May Ltd London, United Kingdom

    Harper May is currently working with a Well Established Charitable Food Distributor that is made up of 18 independent organisations. They are currently looking for an enthusiastic and collaborative financial planning and analysis manager · to join them at this time of growth. Dur ...

  • eFinancialCareers

    Financial Planning

    1 week ago

    eFinancialCareers London, United Kingdom

    An international Bank is seeking a dynamic new addition to its Finance area. · Your duties will cover: · - Financial planning, reporting and analytics · - Providing performance and productivity insight to guide business decisions and planning · - Working on budgeting & strategic ...

  • Macquarie Group Limited

    Financial Planning

    6 minutes ago

    Macquarie Group Limited London, United Kingdom

    The Financial Planning & Analysis team provide analysis and insight on the Macquarie Asset Management business, taking accountability for internal forecasting. Our Asset Management group is a full-service asset manager, providing clients with access to a diverse range of capabili ...

  • Eames Consulting

    Financial Planning

    4 days ago

    Eames Consulting London, United Kingdom

    **Job Details**: · **Sector**: Finance & Accountancy- · **Location**: London- · **Job Ref**: CR1504_ · **Job Type**: Permanent- · **Salary**: Up to £100000 per annum- · **Contact**: Chirag RaichuraHigh growth international SaaS company specialising in the Insurance industry is c ...

  • Oddbox

    Financial Planning

    1 week ago

    Oddbox London, United Kingdom

    **Are you a newly qualified, or about to qualify (CA, ACA, ACCA or CIMA) finance professional with a focus on analysis? Are you naturally drawn to the commercial aspects of finance?** · **The Role**: · We are currently recruiting an FP&A Associate who will support our senior mana ...

  • RecruitUK

    Financial Planning Assistant

    1 week ago

    RecruitUK London, United Kingdom

    **Job Title**: Financial Planning Assistant · **Industry**: Financial Planning · **Location**:London · **Salary**: £32,000 - £40,000 · **Job Reference**:8701 · Are you looking to join a forward-thinking and award-winning Financial Planning firm or a firm that is a Certified B Cor ...

  • Ivy Rock Partners Ltd

    Director: Financial Planning

    1 week ago

    Ivy Rock Partners Ltd London, United Kingdom

    Ivy Rock Partners is proud to be working with King's College London in recruiting a new Director of Financial Planning & Performance to work alongside their academic faculties and forge meaningful relationships with their Executive Deans and newly appointedSenior Vice Principal. ...

  • Blakemore Recruitment

    Financial Planning Administrator

    1 week ago

    Blakemore Recruitment London, United Kingdom

    Our client a holistic approach to wealth management which means that we · integrate financial planning with investment management. They pride themselves on their client-centric · approach. · The team of advisers are highly trained and have outstanding knowledge and experience. · ...

  • Idex

    Financial Planning Administrator

    21 hours ago

    Idex London, United Kingdom

    We are working with a growing financial planning firm in London looking to take on another x2 financial services administrators · Very keen to hear from individuals that have experience within Wealth Management, Mortgage, Pension, Insurance/ recent Graduates or those that have a ...

  • Mackie Myers

    Head of Financial Planning

    1 week ago

    Mackie Myers London, United Kingdom

    **Our Client** · The Health Foundation is an independent charity of c.220 staff, committed to bringing about better health and health care for people in the UK. The organisation is funded by a large endowment currently valued at c.£1.1billion. Interest from this investmentallows ...

  • Proximie

    Head of Financial Planning

    21 hours ago

    Proximie London, United Kingdom

    Five billion people in the world do not have access to safe and affordable surgery, and this is a problem everywhere, not just in developing countries. Proximie is on the mission to save lives by democratizing healthcare through digital transformation; it is harnessing the power ...

  • Ortus PSR

    Financial Planning Administrator

    1 week ago

    Ortus PSR London, United Kingdom

    **Financial Planning Administrator** · **Location: Crystal Palace** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net ...

  • MB Fitzgerald

    Financial Planning Assistant

    2 days ago

    MB Fitzgerald London, United Kingdom

    We're currently working with one of our very best clients, to recruit for a number of Financial Planning Administrators to join their team across the UK. · This highly regarded Wealth Manager currently manages over £550 Billion of client assets globally. Our client is a specialis ...

  • SI-UK

    Financial Planning and Analysis

    1 week ago

    SI-UK London, United Kingdom

    SI-UK is seeking a commercial, hard-working, Financial Planning & Analysis Manager to join our Finance Team reporting directly to the Chief Financial Officer/Group Finance Director. · The business started with offices in Tokyo and Osaka followed by London shortly thereafter. Over ...