Client Financial Advisor

Client of Prestige IFA

This is not a cold-start or sales-driven position.

You will be provided with a well-established, high-quality client book and will be responsible for:

• Delivering ongoing financial planning and advice
• Managing and developing long-term client relationships
• Reviewing and optimising client strategies over time
• Acting as a trusted adviser focused on client outcomes
• Maintaining high standards of compliance and professionalism

There are no expectations to generate new business. Performance is measured on client retention, satisfaction, and quality of advice.

Why This Role Stands Out

Most international wealth management roles are commission-based and sales-driven.

This opportunity offers:

• Fee-based, salaried structure
• No commission or sales targets
• Fully aligned, client-first advice model
• Long-term, relationship-driven work

You will operate as a professional adviser, not a product salesperson.

Compensation & Benefits

Financial & Core Benefits:

• Competitive base salary
• Performance-based annual bonus (typically 0 15%)
• Profit share based on contribution
• Pension / end-of-service benefits
• Private medical insurance and life cover
• Comprehensive health insurance

Lifestyle & Wellbeing

• Wellness initiatives, including events and healthy workplace perks
• Fruit baskets and subsidised lunches
• Flexible leave policy
• 26 days annual leave (excluding public holidays)
• Birthday day off (celebration day)
• Annual flight allowance (from year 2)
• Quarterly social events
• Paid volunteering leave for CSR initiatives

Learning & Development

• Full support for professional qualifications (CII, CISI, CFP, Chartered, etc.)
• Exam fees and professional memberships covered
• Study leave for exams
• Access to training and development resources
• Unlimited book support (firm-sponsored learning library)
• Mentorship from experienced professionals

Additional Benefits

• Free personal financial planning support
• Employee referral bonus scheme
• Reward and recognition programme
• Structured career progression pathways
• Paternity leave (paid)

Culture & Values

The organisation operates under a clear guiding principle:

Client > Organisation > Self

You will be part of a team that is:

• Collaborative and team-oriented
• Focused on long-term client outcomes
• Committed to continuous learning and improvement
• Driven by integrity and professionalism

Hiring Process

• Application submission
• Initial 30-minute interview (Teams or phone)
• Psychometric and work-related assessments
• 1 2 hour interview with team members and leadership
• Final culture-fit interview with senior leadership

Additional Information

• Minimum of 3 years client-facing experience in wealth management required
• Recognised qualifications (CII Level 4, CISI, CFP or higher) essential
• This is a client service-focused advisory role, not a sales position