Financial Consultant – EU
New Today
Join to apply for the Financial Consultant – EU role at International Financial Advisor Jobs
3 months ago Be among the first 25 applicants
Join to apply for the Financial Consultant – EU role at International Financial Advisor Jobs
Embed
Copy and paste this HTML code into your webpage to embed.
- Email
Embed
Copy and paste this HTML code into your webpage to embed.
play-rounded-fill play-rounded-outline play-sharp-fill play-sharp-outline
pause-sharp-outline pause-sharp-fill pause-rounded-outline pause-rounded-fill
00:00
2018 Flowplayer ABAbout FlowplayerGPL based license
Our Client believes that their clients’ financial planning is at the heart of everything they do. No matter where one may be on life’s journey, they can assist in planning for major objectives. Whether it’s buying property, educating children, protecting family against illness, accidents, or death, ensuring a comfortable retirement, or passing wealth to chosen beneficiaries, they provide comprehensive support.
Founded in 2010, with a strong team covering advice, asset management, client servicing, administration, and compliance, they are well-equipped to meet all of their clients’ needs in one place. Moreover, operating under strict Swiss/EU regulation and compliance offers complete peace of mind.
Their financial advisors hold advanced degrees in finance, economics, and law, and maintain internationally recognized professional certifications. They are committed to ongoing professional development, ensuring their knowledge remains cutting-edge in a rapidly evolving financial landscape.
Our client is currently looking for advisors who want to work either IN Switzerland, but can also accommodate a full REMOTE advisory situation.
Duties And Responsibilities:
- Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
- Perform the research and analysis required to prepare plans for clients.
- Designing financial strategies, and assisting clients to make informed decisions.
- Reviewing and responding to clients changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
- Liaising with head office and financial services providers, including negotiating with product suppliers for the best possible rates.
- Communicating with other professionals, such as estate agents, solicitors and valuers.
- Keeping up to date with financial products and legislation, meeting the relevant regulatory requirements, and communicating these to clients.
- Producing financial reports.
- Swiss Financial Advisor IAF
- FINMA Registered
- UK Level 3 but studying for level 4
- Asset / Investment Management Certificate or equivalent
- 3 years of experience preferred.
Competitive remuneration.
Licensing: FINMA register (no. 29575) ; Polyreg, OSFIN ; MiFID II; MFSA; EU Passporting
Our client is also member of the following professional associations:
- Chartered Insurance Institute (CII)
- Swiss portfolio managers association (VSV/ASG)
- Swiss Registered Investment Adviser Association (SRIAA)
Tagged as: advisor, Asia, Brussels, careers, Chartered IFA, DipPFS, Financial Advisor, IFA Consultant, IFA Jobs, Independent Financial Advisor, International IFA, investment advisor, investments, jobs, Spain, Switzerland, Wealth Management Advisor, Wealth Manager
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Referrals increase your chances of interviewing at International Financial Advisor Jobs by 2x
Sign in to set job alerts for “Financial Consultant” roles.
London, England, United Kingdom 1 week ago
London, England, United Kingdom 1 month ago
London, England, United Kingdom 5 days ago
Amberside Advisors - Financial Advisory Transaction Lead
London, England, United Kingdom 1 month ago
London, England, United Kingdom 2 weeks ago
Associate - PJT Park Hill (Private Capital Solutions)
London, England, United Kingdom 6 days ago
London, England, United Kingdom 3 weeks ago
Consultant – Jura Capital (London Office)
London, England, United Kingdom 23 hours ago
Greater London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 5 months ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 3 days ago
Graduate Associate, Contentious Insolvency
London, England, United Kingdom 1 day ago
Associate - Investment Banking and Strategy
Quilter Full-Time Financial Adviser Programme - London
London, England, United Kingdom 3 months ago
City Of London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 3 months ago
London, England, United Kingdom 3 months ago
London, England, United Kingdom 1 month ago
Amberside Advisors - Financial Advisory Transaction Lead
Hemel Hempstead, England, United Kingdom 1 month ago
Associate - Strategic Advisory (UK Coverage)
London, England, United Kingdom 6 days ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 3 months ago
London, England, United Kingdom 2 weeks ago
VP/Experienced Associate - Private Capital Advisory - Secondaries
Croydon, England, United Kingdom 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr- Location:
- City Of London, England, United Kingdom
- Salary:
- £80,000 - £100,000
- Job Type:
- FullTime
- Category:
- Consulting
We found some similar jobs based on your search
-
New Today
Financial Consultant – EU
-
City Of London, England, United Kingdom
-
£80,000 - £100,000
- Consulting
Join to apply for the Financial Consultant – EU role at International Financial Advisor Jobs 3 months ago Be among the first 25 applicants Join to apply for the Financial Consultant – EU role at International Financial Advisor Jobs Embed Copy ...
More Details -
-
New Yesterday
NS Financial - Senior Consultant II
-
City Of London, England, United Kingdom
Headquartered in London, CACI Ltd is a wholly owned subsidiary of CACI International Inc., a publicly listed company on the NYSE with annual revenue in excess of US $6.2bn and employing approx. 22,000 people worldwide.CACI Ltd is an international dat...
More Details -
-
2 Days Old
Senior Consultant / Manager, Real Estate Stamp Tax, Financial Investors
-
Cardiff, Wales, United Kingdom
This is an opportunity to make a career applying and developing existing Stamp Taxes and legal knowledge to practice in tax. As a Consultant, Senior Consultant or Manager in the Stamp Taxes team, you will grow your understanding of the commercial env...
More Details -
-
2 Days Old
Oracle Senior Financial Consultant
-
Woking, England, United Kingdom
Oracle Senior Financial ConsultantCapgemini Birmingham, United KingdomAbout the job you're consideringWe are seeking an experienced Oracle Senior Financials Functional Consultant to join our expanding Oracle Cloud SaaS team to lead workstreams or fun...
More Details -
-
2 Days Old
Agile Strategy and Transformation Consultant – Financial Services
-
City Of London, England, United Kingdom
-
£80,000 - £100,000
- Consulting
Overview Agile Strategy and Transformation Consultant – Financial Services We are a leading consultancy and thought leader in organisational agility. Our teams combine innovative thinking and breakthrough technologies to progress further, faster. Ou...
More Details -
-
3 Days Old
Operations and Improvement Principal Consultant - Process Optimisation in Financial Services
-
City Of London, England, United Kingdom
-
£80,000 - £100,000
- Consulting
Operations and Improvement Principal Consultant - Process Optimisation in Financial Services We believe in the power of ingenuity to build a positive human future. As strategies, technologies, and innovation collide, we create opportunity from compl...
More Details -