Financial Advisory Specialist

2 weeks ago


Shaker Heights, Ohio, United States Independent Resourcing Consultancy Ltd Full time

Position:
Wealth Manager

Location:
Dubai


Independent Resourcing Consultancy Ltd is a leading independent financial advisory firm committed to ensuring the financial well-being of its clients.

Founded by UK-qualified financial advisers, the company stands out with its dynamic energy and innovative strategies, making it a key player in the offshore financial advisory sector.


The primary objective is to empower Wealth Managers with the vital skills and knowledge required to thrive in their roles.

The firm employs a rigorous selection process to guarantee that its team can provide exceptional services that surpass those of competitors.

There is a strong emphasis on professional growth, with all team members encouraged to gain the expertise necessary for delivering high-quality financial planning and wealth management services to expatriates globally.


Support is available for team members to obtain all relevant qualifications, including the esteemed Level 4 UK financial planning standards, with encouragement for further educational endeavors.

Preference is given to candidates who have already achieved Level 4 certification prior to joining the team.


This opportunity is aimed at advisors with backgrounds as Independent Advisors or Wealth Managers, or those eager to advance their careers.

The chosen candidate will provide exclusive international and local solutions to independently advise and serve their clients.

By engaging directly with clients, the Wealth Manager will evaluate and guide them on medium to long-term financial goals.

Advice will be customized based on the client's nationality and location, covering areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

Wealth Managers will work closely with marketing coordination and paraplanning teams to enhance daily client interactions.

Team members are expected to maintain high standards, with ongoing training provided to ensure compliance with both client and company expectations.

Wealth Managers will also have access to a bespoke CRM system developed in-house by former Wealth Managers.

Core Values:
A strong interest in pursuing or advancing a career in Financial Services.

A commitment to continuous learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification.

Exceptional communication skills and professionalism.

Driven by success and targets.

Highly motivated with a positive outlook.

A desire to contribute to a firm known for its strong reputation and expanding global presence.

Fluency in English, proven sales capabilities, and an entrepreneurial spirit are essential.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including opportunities to establish new offices worldwide.


Note:
Ideal candidates will already possess an established AUM/book of existing clients.

Remote Work:
No

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