Financial Planner
Job Title: Financial Planner
Location: Annecy, France
Salary: €60,000 + Bonus
Reference Number: 8849
We have an exciting and unique opportunity for a UK-based Financial Planner who is interested in living and work in France.
We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are looking for a Financial Planner to join their team in Annecy.
Nestled amongst beautiful lakes and dramatic mountain ranges, Annecy is the perfect place for nature lovers, avid skiers, mountain bikers and hikers. There are plenty of reasons why it is ranked as one of the top places to live in France.
The role will be focused on managing existing clients, whilst growing your client base through proactive business development. You will work closely with the regional tax team to offer clients comprehensive and complex wealth planning.
They offer excellent adviser support, with both local and centralised back-office teams to take care of all administration, paraplanning and compliance. They will also support you with marketing and business development to help drive their presence across the region.
They are looking for an enthusiastic and self-sufficient Financial Planner who has a genuine desire to move to France.
What’s in it for you?
- Salary of €60,000 + Bonus
- Attractive benefits package including Pension, DIS, PHC, PMI
- Full technical back-office support
- Progression into a Partner role
- Relocation costs covered
Skills and experience required:
- UK Regulated Financial Planning Qualification (CII, LIBF or CISI)
- Experience providing regulated advice in the UK
- Track record in prospecting new clients
- Strong technical knowledge of IHT and pension planning
- Genuine desire to relocate to France
Please get in touch or apply online to find out more about this opportunity.