MiFID II and IMD licensed advisory company across Europe providing unbiased and independent financial solutions to both Corporate and Private Clients.
Focusing on lump sum investments, UK pension transfers and tax consultancy, they are first choice for thousands of clients worldwide.
- Experienced Tax Barrister and CTA’s available for general and bespoke tax planning.
- Qualified in-house Portfolio Management team to handle our clients’ funds and to liaise with our Financial Advisors on new ideas and market news.
- Dedicated FCA registered admin, reporting and client liaison team to assist with pipeline and client follow up.
- Pension administration specialist for SIPPs and QROPS.
- Stocks & Shares specialist via a DFM who helps with stock analysis and recommendations for the more sophisticated clients.
- Dedicated marketing team, which is constantly introducing new ideas for lead generation.
- Ongoing professional development and training programs to help you achieve your personal.
- Generous revenue split of any fees / commissions you produce ranging from 60 to 70%.
FROM OUR CLIENT:
When you join us, you are joining an organisation of devoted, enthusiastic, diverse and highly driven individuals. We understand fully that each and every employee contributes uniquely to our organisation through solid values, a desire to make a difference and a strong client focus.
- Strong track record of professional success and self-discipline.
- Experienced in advising high net worth clients and developing new business relationships through networking and marketing.
- Excellent communication and relationship management skills.
- Desire to build your qualifications, industry knowledge and ongoing training in your field to remain an expert in financial advice.
- Know how to create a business plan for attracting specific types of clients and work with our marketing / admin team to implement your strategy.
- Formal qualifications (University degree / other recognized financial planning qualifications).
Join a highly reputable and ambitious organisation with a proven track record in MiFID II markets across UK and Europe.