Address
Form of work
SalaryJob Title: Financial Planner (overseas)
Location: Annecy, France
Salary: €60,000 + Bonus
Reference Number: 8849
We have an exciting and unique opportunity for a UK-based Financial Planner who has a desire to relocate to France.
We are working with the leading Tax and Wealth Management company for UK ex-pats in Europe who are hiring for a Financial Planner to join their team in Annecy.
Annecy is an alpine town in southeastern France, where Lake Annecy feeds into the Thiou River. Cobbled streets, winding canals and pastel-coloured houses. 1000s of ex-pats are situated in this region.
The role will be focused on managing existing clients and dealing with client leads and developing new business. Providing ongoing financial advice on clients complex wealth matters, working in unison with the regional tax advisers.
They offer excellent adviser support, with both local and centralised back-office teams to take care of all administration, paraplanning and compliance.
They are looking for an enthusiastic and self-sufficient Financial Planner who has a genuine desire to emigrate abroad.
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 advising UK private clients
- Strong technical knowledge of IHT and pension planning
- Genuine desire to relocate and work abroad
