UK Financial Advisors: This international opportunity is specifically designed for UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) looking to relocate and build a global client base.
Opportunity Overview
Our client is an independent group of financial advisers, established in 1995, headquartered in Mauritius, and operating globally. They provide a range of services to help clients protect their families from unexpected difficulties, grow and secure wealth in the present, and preserve it for the future.
They currently seek an experienced French-speaking IFA to be based in Mauritius.
What They Offer
• Full training in company procedures
• Full use of head office facilities
• Dedicated BDM / coordinator to assist with diary management
• External marketing campaigns providing high-quality leads
• Excellent commission structure
• Trail and service fees
• Opportunity to own company shares in the future
Responsibilities
• Provide strategic advice across a variety of financial products and services
• Assess clients’ overall financial picture, understand their needs, and develop a comprehensive financial plan
• Guide clients toward profitable and secure financial decisions
• Stay up to date with industry trends and conduct market research to support financial consulting
• Ensure compliance with all industry rules and regulations
Requirements
• Fully fluent in French
• Experienced offshore consultant with a minimum of 2 years working with international (expat) clients
• Proven track record of successful financial guidance
• Strong analytical skills to interpret financial data and provide informed advice
• Excellent communication, negotiation, and presentation skills
• Attention to detail and ability to explain complex information clearly
• Competent in Microsoft Office and database management
Competencies
• Experience in financial services
• Detail-oriented
• Hard-working and motivated
• Confident with strong interpersonal skills
• Flexible and adaptable
• Target-driven and successful in achieving goals
Personal Attributes
• Strong work ethic
• Ability to work independently and as part of a team
Company Highlights
• Award-winning wealth management company
• Increasing levels of commission tied to CISI or equivalent qualifications
• Opportunity to buy into the business after 5 years
• Company will buy back your book when exiting
• Excellent opportunities for career progression
• Lead generation and appointments provided
• Regular events and seminars for networking and lead generation
• Proactive sponsorship to grow the brand and generate client leads
Minimum Requirements
Only French-speaking candidates with at least two years’ experience at a senior level in financial services will be considered. 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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