Overview
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
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 informationStrong 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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