Join us

Join our team

Financial Consultant/ Relationship Management

Are you:

  • A financial services professional with a track record of success?
  • Goal-oriented, focused and determined?

If so, then you need to talk to 3D Global about your future. Opportunities exist to work with expatriates in the EU.

Required Attributes:

The ideal candidate will possess the following skills:

  • A track record of success in financial services
  • Self-motivated, Determined, Ambitious & Hard working
  • Self-starter who can work alone or in a team
  • Excellent communication & Networking skills
  • Mature, educated professional
  • Honest, ethical and professional

What 3D Global can offer you:

  • Comprehensive training programme, including initial and ongoing
  • Assistance in Launching, Developing & Maintaining your practice
  • Comprehensive Business Management Systems
  • Fully Licensed in all EU States under MiFID & IMD
  • Professional Management and administrative support
  • Investment platform with access to 6000+ funds
  • Very competitive performance-based remuneration

Why should you consider 3D Global Wealth Management?

The Financial Services world is changing. Technology & Regulations are having an ever increasing impact on how we interact with our clients and providers as well as what we can offer & where we can operate.

At a time when financial advisors are looking to develop or increase existing revenue, it is even more important that your business proposition is clearly defined.

3D Global has developed solutions to these challenges, helping many advisors build up strong on-going revenue streams within their practice.

We firmly believe that future success in our business will be defined on three key foundations:

  • Systems (processes, policies, procedures, IT, analysis and client reporting)
  • Regulation (the appropriate licenses, capital adequacy, corporate governance)
  • Proposition (enhanced client service)

3D has developed a business management system that helps launch, develop and maintain your business within the 3D Global umbrella. With a clear, streamlined business processing system, the ability to offer straight-through processing and transparent revenue management, practitioners are able to concentrate on their strengths in business.

Regulation & Licenses –

The 3D group is fully compliant with MiFID and the IMD in every EU state.

3D encourages its members to work to their strengths and define their own function within the group: Consultants are fully licensed to provide services under the 3D umbrella; Associates manage business relationships and work closely with a 3D Consultant.

Whether you wish to develop as an all-round IFA or specialize in a chosen field such as pensions or investments or Taxation & Trusts, the creative environment in 3D will suit those who wish more control and flexibility to develop their practice and future career.

UK IFAs needn’t give up EU based clients simply because they don’t have the passporting rights. By working in association with 3D, you can keep your clients and your income.

Platform –

Clients are becoming ever more cost conscious whilst demanding greater levels of service and sophisticated reporting.

The 3D platform gives access to a wide range of funds from 250 management groups, straight-through processing and flexibility in charging structure to suit you and your clients.

This cost effective solution provides a comprehensive range of real-time online reports for both client and advisor.

Talk to 3D

If you are considering how to develop your practice through 2019 and beyond; have any concerns over your competitiveness and client offering; or if you simply want to increase and protect your income for the future, then contact 3D to see how we can help you.

 

Don’t just take our word for it. The following are quotes from International IFAs & Product Distributors:

“3D Global has broken the mould. Starting with the most important aspect of Independent Financial Planning, they are properly regulated. They put the clients interest first, which sounds obvious, but needs to be understood. Most importantly, they are in regular contact with Clients and are not just there at the beginning of the exercise. I would have no hesitation in recommending them to my Family and Friends.”

 

“3D is a forward thinking organization which has a wealth of experience amongst its advisors, all of whom are willing to help each other in order to enhance their business and therefore their income”

 

“3D are a company of integrity and are focused on doing the right thing for their clients. There are a number of benefits of being with 3D, including being properly regulated, as well as allowing the consultants to ‘run their own practice.'”

 

“If I was going to join an International IFA, 3D Global would be one of only a small handful I would consider. The business ethic and client focus is second to none. 3D Global their consultants build their business in a way that is rarely seen in this industry.”

 

“The deciding factor for me was the vision of David Rumsey, the MD of 3D Global who seemed to know exactly what he wanted for his company and where the industry was heading in terms of regulation and professionalism. I joined 3D Global in April 2004 and have enjoyed great success since.”

 

“Having worked in Financial Services in the UK for a considerable time it was important to understand the market overseas but more importantly to select the correct organization in which I could grow my business and learn from people fully aware of the offshore arena and who also had credibility and respect.

 

I researched all the major players and having met with numerous advisers. It became obvious that 3D Global were the perfect fit for what I was looking for.”

 

“When I left the UK I met several companies. 3D Global were different; more ambition, more vision for the future. Service to the client is paramount, business has to be conducted and recorded in the correct manner.”

 

To find out more contact Mark Nowell (mark.nowell@3dglobal.com)  or David Rumsey (rumsey@3dglobal.com)

 

+357 25828292 or email 3d@3dglobal.com

 

Scroll to top