Apply for Financial Advisor Job On Vita CV
Financial Advisor
Job Posted: 14 days ago
Salary: Competitive
Job Type: Permanent
Location: London
Expire in: 14 days
Job Description
Company Overview
Our client is a long-established, internationally focused financial advisory firm with close to 50 years of experience in providing cross-border tax, wealth management, pensions, and estate planning services. Headquartered in London, the firm maintains multiple offices across Europe—including France, Spain, Portugal, Cyprus, Malta, and Monaco—serving primarily British expatriates and high net-worth individuals seeking expert financial solutions.
Why Join?
Nearly five decades of expertise in international tax and wealth management
In-house specialists covering tax, trust, estate planning, and investment solutions (no outsourcing)
Top-tier service offering focused on quality, with a deep local presence in each market
End-to-end client support, from the planning stage in the UK to relocating abroad and returning if needed
Role Overview
Title: Financial Advisor
Locations: France (Alps/Provence), Spain (Catalonia/Tenerife), Malta, Portugal (other European locations may be considered)
Reporting To: Regional DirectorsKey Responsibilities
Assess and document clients’ financial situations, goals, and risk tolerance to create tailored financial plans
Advise on investment strategies, tax-efficient structures, and cross-border financial solutions
Review client documents (e.g., tax returns, insurance records, wills) for comprehensive financial planning
Conduct face-to-face reviews using risk-profiling methodologies to align recommendations with clients’ objectives
Manage existing clients’ financial planning needs, providing ongoing portfolio reviews and relationship management
Support Partners in acquiring new business through prospecting, networking, and maintaining robust client relationships
Implement financial planning recommendations and oversee any adjustments to clients’ investments
Stay current with relevant financial products, international regulations, and legislative changes
Ensure compliance with “Know Your Client” (KYC) and other regulatory requirements
Act as a brand ambassador, educating clients on new products and significant legislative updates
Ideal Background
Qualifications:
Minimum Level 4 UK Financial Advisor certification (or equivalent)
Experience:
3–5+ years’ experience in financial advisory, banking, or a related field
Demonstrated success in business development and sales (“Hunter” profile) and/or proven track record of high-quality 360 delivery and client retention (“Farmer” profile)
Strong technical knowledge in investments, pensions, trusts, and international tax
Skills & Attributes:
Ability to cultivate and sustain long-term client relationships
Excellent sales, networking, and communication skills
Methodical approach to complex financial planning
Familiarity with expatriate markets and cross-border relocation processes
Package & Benefits
Compensation (Hunter Focus):
Base up to €60,000 base + €20,000 (quick starter bonus (KPI based) + relocation package)
Top earners (5+ years’ experience) can reach €350,000–€500,000 annually, based on performance
Compensation (Farmer Focus):
On-target earnings around €100,000, with potential total package in the €120,000–€130,000 range
Additional Benefits:
Relocation support and a comprehensive onboarding program
Professional development and long-term career growth opportunitiesHow to Apply:
If you’re a driven financial professional looking to expand your career in an international setting, please submit your CV. We look forward to hearing from youBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
© Vita CV: Registered in England and Wales (16187919).