Our client is a dynamic, well established and global financial services firm managing a multi-billion-pound portfolio and are on a trajectory to substantially grow assets under management in the coming years.
We are now looking for a Senior Financial Advisor to join their busy, growing, and highly successful team.
Senior Financial Advisor (Existing Client Base Required)
Panama, Florida; a relocation package globally is available if required.
To be successful in this role :
You will be a confident Senior Financial Advisor with an existing client base and book. Other requirements for this role include :
- Qualified in Regulated Financial Planning (minimum requirement)
- Level 4 in UK / Europe or Level 6 Chartered
- Series 65 for US
- Existing book of business
- Proven client servicing and asset growth skills
- Strong communication and interpersonal abilities
- Capable of thriving in a team-oriented environment
- Familiarity with US regulatory frameworks and applicable global jurisdictions
Position summary :
As a Senior Financial Advisor, you will play a key role within our clients US acquisition teams, working closely with clients and colleagues to manage and expand newly acquired client portfolios.
Job role and responsibilities :
As a Senior Financial Advisor, you will oversee and service a portfolio of clients from your own book.
Specific responsibilities for this role include :
- Develop and implement strategies to grow client assets, ensuring high-quality service
- Work with acquisition teams to integrate new clients seamlessly
- Conduct regular portfolio reviews and provide tailored financial advice
- Maintain strong client relationships through consistent communication and support
- Stay informed about market trends and regulatory changes to offer accurate guidance
- Mentor and support junior advisors as required
Benefits :
Competitive compensation with performance-based incentives
Professional development and advancement opportunities
A collaborative and supportive workplace environment
Our client will offer relocation to suitable candidates from anywhere in the world
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