Financial Advisor - Bermuda

Apply now

The Company

This Company has successfully managed the wealth of individuals and families for 15 years. With offices in Bermuda, Cayman Islands and B.V.I., this niche company specializes in providing offshore investment advice to private clients.

The Group’s Co-Founders have backgrounds in finance and law and between them they bring a wealth of knowledge in the investment industry.

They now have a requirement for qualified, experienced financial advisors to join their team, based in Bermuda or the B.V.I. to serve and develop their client base.

Background/USPs:

. An exciting opportunity to become part of an entrepreneurial organization

. Would suit experienced, independent financial advisers, ideally Level 4 Diploma qualified

. Candidates should be seeking to build on their success to date – forward thinking and ambitious

. Specialising in holistic financial planning and lump sum investments

. There is some lead provision

. Basic + commission, competitive package

Candidate Profile/Package:

Profile

. Ideally Level 4 Diploma qualified (minimum FPC 1,2,3)

. Experienced in providing financial service advice, ideally having worked for a large institution

. Preferably with prior offshore experience selling life-wrapped products

. Self-starter, hard working

. Ability to work on own initiative, network and prospect

. Based in Bermuda or B.V.I.

. Would suit single advisor who can easily relocate

. Must have £10,000 savings to support themselves

Package

. Finance packages available, agreed on a case by case basis

. Some lead provision, but advisors are expected to generate further leads through referrals and networking

. Product training provided in-house as well as by product providers in the UK

. Immigration application and permission to work arranged by company