As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition, leading to a significant increase in client demand as they expand their presence in Europe.

As a Financial Planner in Europe, you will work alongside the Director of the European business, advising clients face-to-face on medium to long-term financial objectives across Europe.

You will be responsible for providing advice in areas such as Lump Sum Investment, Retirement Planning, Life Insurance, and Estate & Tax Planning.

Desired Skills & Experience

• Proven success in an Advisory/Relationship Management role within a financial services organization such as a bank, brokerage, or IFA.
• Transferable AUM and active client base.
• Level 4 RDR UK Diploma (or equivalent) minimum; ideally Chartered.
• Proactive, entrepreneurial attitude with a track record of generating new business and maint...