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.
About the Company
Our client isn’t your typical firm – they’re focused on sustainability, recognition, and truly improving clients’ financial well-being. They’re looking for Investment Advisory Wealth Managers ready to join a growing, ambitious team.
Training and career progression are central to their culture. The CEO believes strongly in development, and the company fosters a supportive environment for employees to achieve personal career goals. Hard work, ambition, and growth are part of the DNA.
Role Overview
As a Wealth Manager, you’ll deliver personalized, independent financial advice to clients. With licenses across multiple countries, you’ll provide cross-border planning and access cutting-edge tools to support clients. Your mission is to build strong client relationships, guide informed financial decisions, and develop tailored strategies using a wide range of financial products and services.
Key Tasks
• Grow and manage a portfolio of wealth management clients (B2C).
• Maintain strong client relationships with personalized advice and regular updates.
• Increase assets under management (AUM) by identifying financial opportunities.
• Conduct detailed client reviews to understand needs and provide tailored solutions.
• Recommend appropriate products and services while keeping clients informed.
• Monitor market trends and assess impacts on client portfolios.
• Provide advice across investment options, including Lump Sum Investments, Global Funds, pensions, and bonds.
• Ensure compliance with regulations and stay up-to-date with industry developments.
What You Need
• Degree or equivalent experience in business, finance, economics, or management.
• Strong numerical and analytical skills with attention to detail.
• UK Level 4 advisory qualification (or willingness to obtain).
• Experience with high net worth clients preferred but not essential.
• Knowledge of investments, fintech, bonds, pensions, and other financial products.
• Trustworthy, professional, and team-oriented.
• Strong judgment in assessing investment risks.
• Proven sales ability is a plus.
• Ambitious, target-driven, and motivated to succeed.
Perks
• Opportunity to achieve industry-recognized qualifications.
• Diverse career progression opportunities.
• Transparent commission and bonus structure.
• Comprehensive individual and team training programs.
• Client and employee engagement events.
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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