[Hiring] Wealth Manager @Click and Connect Online Limited
Mar 28, 2025 - Click and Connect Online Limited is hiring a remote Wealth Manager. 💸 Salary: competitive salary + bonus scheme. 📍Location: Europe.
Role Description
As a Financial Planner in Europe, you will be working alongside the Director of the European business. You will be advising clients on medium to longer term financial objectives in a face-to-face capacity with European-wide clients.
- Offer advice on Lump Sum Investment
- Retirement Planning
- Life Insurance
- General Estate Tax Planning
Qualifications
- A proven track record of success within an Advisory / Relationship Management capacity in a financial services organisation such as a bank, brokerage, or IFA
- Level 4 RDR UK Diploma (or equivalent if not UK based) minimum qualification; ideally Chartered
- Transferable AUM and Active Client Base
- A pro-active and entrepreneurial attitude that has led to the generation of new business while effectively maintaining client relationships
- At least 1 year experience as a Financial Planner
Benefits
- Self-employed split of business OR employed with a competitive basic salary + bonus scheme
- 25 days holiday + bank holidays
- Flexible working hours and the option to work from home/remotely
- Full support of an in-house paraplanner
- In-house marketing team to support any campaigns you wish to run
- In-depth training in Repatriation and clients returning with offshore solutions
Unique Proposition
Whether you are an experienced financial planner looking for a new challenge or have recently graduated from university, our client offers a truly unique proposition in the international wealth management space.
With an unrivalled support network consisting of the best in compliance, training, back office, recruitment, tech, and marketing, joining our client allows you to create a future to be proud of whilst living in some of the most amazing places in the world.
Regulation
The most important USP for our client is their strong regulatory background, that has been with them since inception. They hold the necessary licenses to operate in every jurisdiction where they have a physical presence.
Compliance
Underpinning their strong licensing and client offering is their dedicated internal compliance team. Their due diligence ensures they continue to develop new terms of business with investment and insurance providers while staying ahead of regulatory changes.
Investment Committee
They have an industry-leading investment proposition, that is constantly reviewed by their investment committee. Their investment philosophy is based on four key principles: consistency, long-term growth, quality investments, and diversification.
Operational Support
Their advisers are supported by a large operations team, who handle queries from providers, trustees, and clients to ensure the smooth issuance of new business advice.
Business Development
Business Development Managers are in place to introduce their unique proposition prior to setting up a first meeting with an adviser. They are also supported by a dedicated UK-based marketing team, who create brochures, sales aids, advertising campaigns, and much more.
Team Ethos
They have a strong team ethos. Their advisers, BDMs, and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.
Similar Remote Jobs
More Finance jobs
-
Finance / Legal $20 to $40 per hour usd Northern America, UK, Australia and New ZealandMar 31, 2025 -
Finance / Legal $1000 - $1200 / month PhilippinesMar 31, 2025
More jobs in Europe
-
Software Development unspecified EuropeMar 31, 2025
-
Customer Service unspecified EuropeMar 31, 2025
-
All others unspecified Europe, GermanyMar 31, 2025
Kickstart Your Job Search
Unlock 54,714 additional remote jobs, advanced search & email notifications
Too many emails? Declutter your inbox with Meco
Your home for reading newsletters
| 📍 | Be aware of the location restriction for this remote position: Europe |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
💸
competitive salary + bonus scheme
|
Remote
Location
Europe
|
|
Job Type
full-time
|
Posted
Mar 28, 2025
|
| 📍 | Be aware of the location restriction for this remote position: Europe |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
