UK-qualified Financial Advisers, Wealth Managers, Investment Advisers and client-facing financial services professionals are encouraged to apply. This international opportunity offers the chance to work with expatriate and globally mobile clients while developing expertise in wealth management, financial planning and international financial services.
Opportunity Overview
Our client, a forward-thinking international wealth management firm, is seeking experienced financial advisors to join their expanding global team. With a client base of international professionals and expatriates, the firm offers tailored wealth management, estate planning, and investment solutions — including both regulated and alternative financial products.
This opportunity is ideal for self-starting professionals with a solid sales background in financial products. While UK Level 4 Diploma qualifications are advantageous, the focus is on your ability to connect with clients, build trust, and deliver meaningful solutions. The firm also supports advisors in obtaining their Level 4 Investment Advice Diploma (CISI) while actively working.
Responsibilities
- Advise international clients on wealth management, retirement planning, estate strategies, and cross-border tax considerations
- Develop long-term client relationships based on trust, transparency, and performance
- Recommend both regulated and alternative investment products tailored to client risk appetite and goals
- Stay up to date with global financial regulations and product developments
- Work independently in a remote capacity, managing your own time and client pipeline
Candidate Profile
- Minimum 2 years’ experience in financial advisory or financial product sales
- Excellent interpersonal and consultative sales skills
- Fluent in English; additional languages are an asset
- Strong ethical foundation with genuine interest in helping clients secure their financial futures
- Self-motivated and productive in a remote working environment
- Willingness to work toward the Level 4 Diploma if not already qualified
What’s in It for You
- Full remote flexibility — live and work from anywhere
- Access to a wide and flexible product suite
- Supportive, entrepreneurial culture that values people over paperwork
- Opportunity to earn your Level 4 Diploma on the job
- CISI exam fees reimbursed upon successful completion
- Clear pathway to long-term career progression
What They Don’t Want
- Individuals resistant to growth, unwilling to adapt, or who believe they have nothing left to learn
- Those lacking commitment, prone to frequent job changes, or dismissive of professional development
- Candidates who expect success without effort or engagement
This is not a traditional 9-5 desk role with handed leads. It’s an opportunity for ambitious, driven advisors to build a global client base on their terms, with real products and tangible rewards.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
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Tagged as: Commission Only, Remote, Senior Role
