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This group of financial specialists offer all aspects of financial planning including taxation, retirement, estate planning and wealth management. As an International Wealth Manager based in Brussels you will be responsible for maintaining and developing a portfolio of clients which will be inherited upon joining. The reoccurring income from this client bank is currently producing in excess of £150,000 in fund based renewals. Providing fully holistic advice on investments, pensions and taxation. You will manage relationships with mostly HNW retired individuals. There will be a requirement to business develop through networking and referrals, enabling you to maximise your client bank.
Professionally qualified, you must be progressing with DipPFS or equivalent with CF30 status. You should be currently working within a professional IFA environment with a proven track record in providing clients with part or wholly fee-based advice. For this position it is essential that you are at Graduate level due to the laws in Brussels. The successful individual will have experience in dealing with HNW clients and be technically competent in all areas of Financial Planning. Salary will be based up to £45,000 plus an excellent bonus and benefits package. Earnings for year one will be in excess of £70,000