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    Wealth Manager - London, United Kingdom - Prestige IFA Jobs

    Prestige IFA Jobs
    Prestige IFA Jobs London, United Kingdom

    2 weeks ago

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    Description

    Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.

    Qatar is a well-regulated market lending itself to a professional approach to financial advice and service.

    As a well-established Insurance Brokerage, their client bank reflects Qatar's population, as does our team of established Financial Consultants – they serve clients in every community.

    Operating from their prestigious offices in The Palm Tower (Al Dafna), you will offer a full range of life insurance, savings and investment products to their clients, new and existing.

    Further, you will be able to offer a full range of commercial insurance, employee benefits and personal lines insurance, supported by a first class administration team.

    Qatar is a fabulous growth market and we are looking for experienced and qualified financial services advisers . You will speak English fluently and be able mix in a variety of social settings.

    Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solutions for each customer.

    Experienced financial services advisers and consultants, ideally UK CISI level 4 qualified.
    Ideally already operating in the Qatar market, although we are prepared to help you to relocate to Qatar.
    You will speak English fluently and be able to mix in a variety of social settings.

    Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solution for each customer.

    Although some leads will be available to them, they will also possess the skills to generate leads as well as develop networks.

    Be great at planning
    Be great at networking
    Have excellent financial awareness
    Have sound financial insight
    Remain abreast of market, industry and regulatory developments and develops a personal network to increase knowledge
    Resolve any escalated complaints and disputes that arise and manage good levels of client service
    Contacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goals
    Identify Client's insurance and financial needs and offer advice and how best they can achieve these needs
    Increase short-and long-term persistency of the company book of policies

    Arranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met.

    Are on target to deliver the results required in response to the customers changing needs and financial circumstances.
    Contacting customers to make them aware of new financial and insurance products or changes to legislations that may affect their existing financial plans
    Making customers both existing and new of the range of general insurance products that the company has available to address their needs

    Ensure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.

    Liaising with head office and financial services providers.
    2-3 Years of experience in an independent financial advisory capacity / Brokerage

    They provide security and career opportunities with unlimited income and fully funded back office support
    Visa sponsorship, medical and Life cover are provided.

    This role also has on offer the opportunity to attend in house training to become certified with the UKs Chartered Insurance Institute at no cost to the successful candidate.

    Continuous personal development facilitated by our Training and Development Team.
    Attractive sales incentives including international conventions are just some of the additional rewards available.
    Relationship and networking ability
    A flexible working style
    An existing client bank (preferable but not essential)
    This position would ideally suit experienced UK CISI / CII level 4 qualified investment advisory 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 for experienced financial advisors.


    Tagged as:
    advisor , careers , Doha , Finance Jobs , financial , FInancial Adviser Careers , Financial Advisor , IFA , IFA Career , IFA Consultant , Independent Financial Advisor , International IFA , International Wealth Manager , investments , Qatar , UAE , UK Financial Advisors , Wealth Management Advisor , Wealth Manager
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