Directly licenced in the UK (FCA), US (SEC), Australia (ASIC), Hong Kong (SFC), Europe (MiFID II), South Africa (SFCA) and UAE (SCA) - our client is fully regulated across the key global markets with extensive in-house capabilities and infrastructure.
In-house DFM and multiple asset management licenses internationally.
Industry leading investment platform and digital end-to-end solution for both advisors and clients.
Extensive data resources and high performing lead generation system integrated into the CRM platform.
Large team of client servicing executives and back office staff to ensure a dedicated and extensive service to your clients.
Ultra low cost offering to HNWIs for new investments and pension transfers as well as moving existing plans and policies across to the platform.
In-house pension transfer specialists and regulated compliance teams in each jurisdiction.
Sponsored exams, qualifications and training.
Embracing ever-more burdensome regulations in international markets, technological advances and investor mentality, our client is at the forefront of the offshore wealth management industry. They are looking for experienced and driven advisors to join their innovative platform.
To provide a full range of financial services to private clients - focusing on low cost, transparent and technology-enabled financial advice.
WHAT WE’RE LOOKING FOR:
Strong understanding and experience in pension transfers such as QROPS, QNUPS and SIPPS.
Track record building relationships with high net worth clients and developing these through networking, referrals and marketing.
Excellent communication and sales skills.
Versatile and ready to take on a new, innovative approach to wealth management.
Formal qualifications (University degree / other recognized financial planning qualifications).