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.
Company Overview
Our client is a well-established boutique global wealth management firm, part of a group of affiliate companies focused on key sectors including asset management, technology, capital markets, commodities, and infrastructure. They are building a next-generation platform business providing innovative, flexible, and cross-border investment solutions.
• Global presence: London, Dubai, Zurich, Malta, Ireland, Hong Kong
• Licensed & regulated: UK, EU, UAE (SCA), and in 2024, Australia
• Investment solutions: Absolute return, multi-asset, institutional funds, offshore & UCITS 5 fund structures
Candidate Profile
We are seeking highly skilled Level 4 qualified advisers who:
• Have big ambitions and are hungry for success
• Demonstrate passion for cross-border client service
• Hold at least Level 4 UK qualification (Level 3 considered for UAE-based candidates)
• Manage minimum £10m clean AUM (excluding contracted regular savings products)
• Have a proven track record of building and maintaining a client bank
Flexible location: UK, Europe, UAE – remote working supported, not tied to a specific office. Advisers with existing clients can seamlessly transition between jurisdictions while maintaining their international client relationships.
Key Responsibilities
• Provide private wealth services including advice, portfolio management, tax planning, property finance, and protection
• Build and manage a loyal client base across multiple jurisdictions
• Collaborate within a team while delivering autonomous client solutions
• Uphold the firm’s uniform advice proposition and high standards across all offices
What They Offer
• Collaborative and dynamic environment – challenge the status quo and help improve operations
• Build your own advice practice within their regulatory framework
• Centralized support: licensing, compliance, product, processes, and lead generation
• Private medical insurance regardless of location
• Retirement and savings plans for long-term financial security
• Support for advisers planning to exit or sell their book in the future
• Programs leading to chartered status in wealth management, fund management, compliance, or investment operations
• Dubai office: hybrid structure (Tue–Thu in office, Mon & Fri remote)
This is a highly rewarding, performance-driven, client-facing role ideal for advisers looking to grow internationally, maintain client relationships, and build long-term success.
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).
Location: , ,
Prestige IFA Jobs: Apply Here