Financial Advisor
ToTaCo – B2B Sales Recruitment
Auvergne-Rhône-Alpes
Company Overview
Our client is a long-established, internationally focused financial advisory firm with close to 50 years of experience in providing cross-border tax, wealth management, pensions, and estate planning services. Headquartered in London, the firm maintains multiple offices across Europe—including France, Spain, Portugal, Cyprus, Malta, and Monaco—serving primarily British expatriates and high net-worth individuals seeking expert financial solutions.
Why Join?
- Large claims €2m+ through in-bound, priority opportunity for business development.
- Nearly five decades of expertise in international tax and wealth management
- In-house specialists covering tax, trust, estate planning, and investment solutions (no outsourcing)
- Top-tier service offering focused on quality, with a deep local presence in each market
- End-to-end client support, from the planning stage in the UK to relocating abroad and returning if needed
Role Overview
- Title: Financial Advisor
- Locations: France (Alps/Provence)
- Reporting To: Regional Directors
Key Responsibilities
- Assess and document clients’ financial situations, goals, and risk tolerance to create tailored financial plans
- Advise on investment strategies, tax-efficient structures, and cross-border financial solutions
- Review client documents (e.g., tax returns, insurance records, wills) for comprehensive financial planning
- Conduct face-to-face reviews using risk-profiling methodologies to align recommendations with clients’ objectives
- Manage existing clients’ financial planning needs, providing ongoing portfolio reviews and relationship management
- Support Partners in acquiring new business through prospecting, networking, and maintaining robust client relationships
- Implement financial planning recommendations and oversee any adjustments to clients’ investments
- Stay current with relevant financial products, international regulations, and legislative changes
- Ensure compliance with “Know Your Client” (KYC) and other regulatory requirements
- Act as a brand ambassador, educating clients on new products and significant legislative updates
Ideal Background
Qualifications:
- Minimum Level 4 UK Financial Advisor certification (or equivalent)
Experience:
- Minimum 3–5+ years’ experience in financial advisory
- Demonstrated success in business development and sales (“Hunter” profile)
- Strong technical knowledge in investments, pensions, trusts, and international tax
Skills & Attributes:
- Ability to cultivate and sustain long-term client relationships
- Excellent sales, networking, and communication skills
- Methodical approach to complex financial planning
- Familiarity with expatriate markets and cross-border relocation processes
Package & Benefits
Compensation (Hunter Focus):
- €100,000 OTE Year 1 minimum.
- Base €60,000 + €20,000 (quick starter bonus (KPI based)
- Top earners (5+ years’ experience) can reach €350,000–€500,000 annually, based on performance
Additional Benefits:
- €5,000 Relocation support and a comprehensive onboarding program
- Professional development and long-term career growth opportunities