The Company is the largest IFA organisation in the GCC. It has over 400 qualified advisers and150 support staff. Being the largest IFA in the region, the company has a well-
established infrastructure which ensures that their advisers have access to excellent in-house training, marketing / admin support, and cutting edge IT.
Working with our client provides advisers with exceptional income opportunities and a clearly defined career path. We need to source suitably qualified and experienced candidates for their Qatar Office. OFFICE PROFILE
The Qatar office was the first Qatar-based IFA to be licensed by the QFCRA in 2008.
The office is managed by an experienced UK qualified IFA manager
All advisers must be UK Level-4 qualified (or equivalent) with a solid track record of successin financial services.
My client runs regular radio campaigns to generate opportunity and name awareness.
In addition to staging quarterly seminars my client also offers marketing support for the rightactivities on a 50 : 50 payment basis.
This could be purchasing prospect lists, joining aChamber of Commerce or putting on a seminar. CANDIDATE PROFILE
Experienced and qualified in Financial Services UK Level-4 or equivalent
Experience of having been self-employed
£6k - £10k liquid cash to support themselves initially
Display clear drive and ambition; a self-motivated business professional
Proactive and prepared to invest in themselves
Although some orphan clients will be provided initially, advisers are expected to generatereferrals from those opportunities and to network with the expat community CANDIDATE PACKAGE
Flights My client will cover 50% of the cost for a flight to Qatar to enable candidates to visitthe office prior to making any commitment to joining
Candidates who agree to join will also have 50% of their flight to Qatar covered (effectivelyone full return flight will be covered by my client)
My client will provide accommodation in an apartment close to the office for a period of up to 4months
20% uplift on initial commission for first 2 years
PBO (Practice Buy-out) available - paid as income over 3 years
Visa paid for by my client
Medical cover and life assurance provided
20% pay-away on any leads provided
Commission paid weekly
Renewal and trail commission also paid My client Qatar Our Opinion this IFA firm wouldbe ideal for UK advisers seeking a secure, fully licensed and well-
resourced organization within which to build their individual practice.RESPONSIBILITIES :
Representing my client's Financial Consultant Team
Financial Planning Analysis
Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.
Pursuing new client relationships.
Lending your strengths toward achieving the shared business vision in collaboration with the internal team. ADVANTAGEOUS SKILLS :
The Financial Consultant has an undergraduate degree in a field relevant to client counseling such as economics, financial planning or investment analysis
Has achieved a level 6 qualification in Financial Services (Wealth management, financial planning or insurance disciplines)
Has experience leading or working within a sales team JOB REQUIREMENTS :
Minimum three years’ experience within wealth management / financial advisory - no record of client dissatisfaction or regulatory sanctions
Minimum of a level 4 Qualification or equivalent in financial services
Proven track record in client relationship management and acquisition
Self-motivated, dynamic personality with an ability to work independently Please note : A minimum of three (3) years experience working in the life insurance or wealth management business is a requirement.
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 experience. Prestige IFA Jobs specializes in Wealth Management and Insurance ONLY, so please don't send your CV for any other jobs of professions.