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Investment Consultant (Financial Advisor)

Prestige IFA Jobs · Bulawayo

New
Mid 🇬🇧 English
QROPS Wealth management

Job description

About the role

A client of Prestige IFA Jobs is looking for a client-focused Financial Advisor to join its partner firm in Bulawayo, Zimbabwe. The role delivers tailored financial solutions to an international clientele, with an emphasis on cross-border planning, investment management and wealth preservation.

Key responsibilities

  • Provide comprehensive financial advisory services covering investments, pensions and wealth planning
  • Build trusted client relationships through proactive communication and high-quality service
  • Carry out detailed fact-finding sessions to understand clients' financial circumstances and objectives
  • Construct tailored financial plans addressing both short-term needs and long-term goals
  • Advise on cross-border tax planning, international investments and wealth structuring
  • Guide clients through UK pension transfer options, QROPS and expatriate financial planning
  • Operate within regulatory requirements and keep meticulous compliance records

Required profile

  • Recognised UK financial planning qualification (DipPFS, CISI Level 4, CFP or similar)
  • 2-3 years of proven experience in a client-facing advisory capacity
  • First-class communication skills and ability to build rapport with clients
  • Experience advising international or expatriate clients is advantageous
  • Commitment to high professional standards and regulatory compliance
  • Not suitable for accountants, auditors or financial managers; it is a client-facing, sales and targets-driven role

Required skills

  • Knowledge of investment markets, pension legislation and wealth management
  • UK pension transfer and QROPS guidance

What we offer

  • Uncapped commission-based remuneration
  • Ongoing training and professional development
  • Relocation package and visa sponsorship for overseas candidates on a case-by-case basis
  • Dedicated back-office and compliance infrastructure
  • Long-term career growth prospects in an international firm

To apply, send your CV and a cover letter highlighting your relevant experience and qualifications.

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Published 3 hours ago

Expires 1 month from now

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Prestige IFA Jobs

Bulawayo