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Prestigeifajobs

Prestigeifajobs

Remote International Financial Advisor

Role

Remote International Financial Advisor

Job type

Full-time

Posted

6 months ago

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Salary

Not disclosed by employer

Job description

 

  • Remote work from anywhere in the world
  • Guaranteed qualified meetings
  • Flexible working hours
  • A respected, Swiss-regulated company with a strong reputation
  • No micromanagement – full professional autonomy
  • Commission-based earnings with lead generation costs covered by us to help you grow your client base quickly

If you’re client-focused, self-motivated, and ready to take your advisory career global, we’d love to hear from you.

You need to be CISI / CII UL level 4 Diploma qualified.

Responsibilities include:

  • Offering financial planning support to clients.
  • Assisting investment professionals in nurturing client relationships.
  • Crafting accurate financial plans.
  • Advising clients on optimal financial solutions for their medium to long-term plans.

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.

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