Finstech

Financial Partner – France

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Job Description

Our client is an award winning Tax & Wealth Management organisation with offices in the UK and across Europe. They are experts in tax, estate planning, pensions and investment management for British expatriates, and are looking for an independent Financial Partner to bolster their operation. The role is to develop a growing client base by attracting new clients and providing ongoing advice to existing ones. Relocation to one of our client’s core countries in Europe (France, Spain, Portugal, Cyprus and Malta) will be necessary, as is the desire to work in a self-employed capacity

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What’s on Offer?

  • An in-house Tax Advisory service which provides highly specialised tax advice for British expatriates
  • Private Client Managers provide regular and ongoing advice and service to clients in the local offices, enabling Partners to concentrate on generating more high-quality business.
  • Marketing support through all media streams, and bi-annual client/prospect seminars.
  • Exclusive client proposition for each country, working together with a variety of select product providers and high-quality names in investment management.
  • Offices in each country provide paraplanning services, including extensive client reports and administration support.
  • Excellent remuneration structures.
  • A professional and achievement orientated environment suitable for high performers.

Candidate package

  • €80-€100k OTE in the first year
  • Full in-house training provided, during which all reasonable expenses covered.
  • Relocation expenses to €5k
  • Negotiable/tailor-made package to suit.
  • Bonus/commission.

Responsibilities

  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, valuers and other professionals

Requirements

  • Qualified to at least Level 4 DipFA, CISI or equivalent
  • Experienced, with a track record of achieving sales in financial services and/or a professional services industry.
  • Have a plan on how you’re going to develop & grow the business
  • Willing to work within the ‘retired’ British demographic.
  • Have a genuine desire & plans to move to a location in the country
  • Individuals able to make a ‘clean’ move with no transferable AUM

Bonus Points

  • A self-starter with an entrepreneurial attitude who can readily display clear drive and ambition; self-motivated and hardworking, professional, engaged and enthused.
  • Well-presented and articulate, with the ability to network effectively.
  • Honest, with integrity and a good reputation.
  • Possess a professional and flexible attitude

Job Summary

wave-1-bottom
France Location
Full Time Job Type
Salary €80k-€120k
Entry level Qualified to at least Level 4 DipFA, CISI or equivalent
Finstech

About

We're unique in the markets that we operate in because we’ve worked in, worked for, or had working for us the roles that firms are looking to recruit.
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Contacts

6 Heathercroft Road Email: jobs@finstech.co.uk Phone: 07703 017160

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