Financial Planner - Wealth Management Advisor

About the role

A prestigious international wealth management firm, represented by Prestige IFA Jobs, is hiring a Financial Advisor in Paris to serve British and international expatriates living in France. The role delivers strategic wealth management and financial planning advice to clients worldwide, with a lucrative commission structure and unlimited earning potential.

Key responsibilities

• Advise clients on wealth management strategies, investment portfolios and retirement planning
• Cultivate a strong client base through relationship-focused advisory services
• Perform detailed financial assessments and needs analysis for each client
• Design personalised financial strategies aligned with client goals and risk profiles
• Specialise in cross-border financial matters and international investment structures
• Support clients with UK pension consolidation, QROPS transfers and tax-efficient planning
• Ensure strict adherence to regulatory obligations and internal compliance policies

Required profile

• Relevant UK financial advisory certification (DipPFS, CISI Level 4, CFP or equivalent)
• At least 2-3 years of direct client advisory experience in financial services; applicants must have at least three years of client-facing experience in wealth management or life insurance advisory
• Solid understanding of investment products, pension schemes and wealth planning
• Outstanding interpersonal and communication abilities
• Previous experience with international or expatriate clientele is highly valued

What we offer

• Commission structure with unlimited earning potential
• Continuous professional development and training programmes
• Relocation assistance and visa sponsorship for the right candidate
• Opportunity to build an international client book
• Administrative and compliance support
• Career advancement path within an expanding global organisation

To apply, send your CV and a covering letter outlining your experience and why you are suited to the role.