Financial Advisor – Expat Advisory Team | Chester-based | OTE £60-70k
Are you a fully qualified Financial Advisor (Level 4, SPS) with a pension transfer qualification, looking for a varied and rewarding role? Our client, a leading wealth management firm, is seeking a talented individual to join their expanding Expat Advisory Team based just outside Chester.
About the Role: This exciting position involves working with a wide range of expat clients, focusing on three key areas:
- Client Bank Management
: Provide annual reviews and ongoing advice to expat clients with UK pensions, ISAs, Bonds, and Investment accounts.
- New Enquiries
: Handle new enquiries from UK-based IFAs who no longer serve expat clients.
- Project-Based Work
: Advise former UK employees now living abroad on their pension entitlements, with ongoing projects for major international companies, including a 110-member project for one of the world's largest engineering firms and upcoming work with Capita advising 50+ expats in Ireland.
Why Join Us?
- Salary
: £47,500 + quarterly bonus (OTE £60K-70K)
- Benefits
: Pension, Death in Service (DIS), and healthcare cash plan
- Future Opportunities
: Share incentive plan launching 1st January 2025
This role offers a unique blend of client management, new business development, and project-based work, making it both varied and engaging. Join a team where you can truly make an impact on clients' financial futures!
Apply today to become part of a dynamic, supportive team shaping the financial success of expat clients worldwide.