Join a Global, British-Run Wealth Advisory Firm

Our client is an established, British-run financial advisory firm with a modern, dynamic team of highly qualified professionals operating across Spain, Dubai, Belgium, and Switzerland. With a strong international presence and continued expansion, they are now seeking experienced financial advisers who are looking to work remotely from virtually anywhere in the world.

This is an excellent opportunity to join a forward-thinking organisation offering flexibility, strong earning potential, and access to international markets.

About The Opportunity

You will work with a diverse, international client base, providing tailored financial planning and wealth management solutions. The firm supports advisers with internal resources, lead generation, and access to exclusive investment opportunities.

While UK Level 4 CISI qualifications are preferred, experienced candidates without these credentials may be supported in obtaining them within a short timeframe.

Key Responsibilities

Provide strategic advice across a wide range of financial products and services
Assess clients’ financial situations and develop tailored financial plans
Guide clients toward informed and secure financial decisions
Stay up to date with industry trends and market developments
Monitor and review financial plans to ensure continued alignment with client objectives
Ensure full compliance with industry regulations and best practices

Candidate Profile

Experience & Skills

Proven experience as a Financial Adviser or in a similar advisory role
Demonstrated track record of delivering successful financial guidance
Strong analytical skills with the ability to interpret financial data
Excellent communication, negotiation, and presentation abilities
High attention to detail with the ability to simplify complex information
Strong IT skills and familiarity with financial systems

Additional Advantages

UK Level 4 CISI qualification (preferred but not essential)
Existing client book of business, ideally £4M+ AUM

Compensation & Benefits

First-year expected earnings of £80,000–£100,000 (tax-free)
Second-year expected earnings of £100,000–£200,000+ (tax-free)
Internal coordination team providing qualified client meetings
No office costs, enabling fully remote working
Full visa sponsorship available where required
Funding for professional qualifications (CII or CISI)
Access to exclusive investment opportunities through strategic partnerships

Unique Selling Points

Exclusive Middle East partnership with a leading UK fund manager offering strong performance and recurring income opportunities
Aggressive expansion across the Middle East and Europe, providing excellent career progression
Dual licensing in the UAE through strategic partnerships
Strong client satisfaction, with high Trustpilot ratings
Flexible, remote-first working model with global reach

Additional Information

Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).

This is a performance-driven, client-facing opportunity focused on relationship management, business development, and long-term career growth within international financial services.

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Tagged as: Commission Only, OTE $60K–$120K+, Senior Role

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