Financial Services Advisor

il y a 4 semaines


Paris, Île-de-France Prestige IFA Jobs Temps plein

Prestige IFA Jobs is seeking a Financial Services Advisor to join their team of experienced professionals.

As a Financial Services Advisor, you will be responsible for delivering personalized investment solutions to clients, helping them achieve their long-term financial objectives.

The ideal candidate will have a strong understanding of the investment business, excellent interpersonal skills, and native or business-level proficiency in spoken and written English.

Responsibilities:

  • Provide financial planning support to clients.
  • Assist investment professionals in building client relationships.
  • Prepare accurate financial plans.
  • Advise clients on the most suitable financial solutions for their medium to long-term goals.

What we offer:

  • A dynamic, fast-paced environment recognized for its inclusivity, learning opportunities, and collaborative spirit.
  • The opportunity to work with the world's most innovative products and technology.
  • Ongoing training and development to enhance your skills and advance your career.
  • A lucrative compensation structure across all products.
  • Comprehensive support including compliance, administration, CRM, and marketing assistance.
  • Remote and hybrid work options for professionals looking to expand their international product portfolio offerings to clients in various sectors.

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales and targets-driven profession. Please only apply if you have the required financial services sales aspirations.


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