Investment Consultant (Financial Advisor)
Prestige IFA Jobs · Bulawayo
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