Join a Fast-Growing International Financial Advisory Firm
Our client, a rapidly expanding global financial advisory practice, is seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments. Their existing team is at full capacity, and inbound client enquiries are surging – presenting an exciting opportunity to step into a thriving, well-supported environment.
Why This Role Is Special
• Self-Employed, Remote Position: Work from anywhere in the world.
• Global Client Base: Advise clients across multiple countries.
• Leads Provided: All clients come to you; no cold-calling required.
• Meetings Scheduled: The administrative team books meetings, letting you focus on advice.
• Full Support: Dedicated paraplanning and admin teams handle paperwork and client management.
• Generous Commission Splits: Competitive ongoing commission structures with strong long-term earning potential.
What We’re Looking For
• Qualifications: UK or US financial qualifications (CISI, CII, or equivalent).
• Experience: Proven success as a Financial Adviser or Paraplanner, ideally with UK/US pensions and investment expertise.
• Skills: Excellent IT proficiency, organizational ability, and time management.
• Personal Attributes: Ambitious, proactive, and self-motivated with strong communication skills.
Requirements
• For on-site roles in Spain: EU passport, residence, or Spanish NIE card. Remote roles have no location restrictions.
• Minimum three (3) years’ client-facing experience in wealth management or life insurance advisory.
• Demonstrated ability to manage client relationships and grow assets under management.
Why Join Them
This is an ideal role for financial professionals seeking flexibility, full support, and uncapped earning potential. The firm operates on a fee-based, holistic advisory model, ensuring advice is unbiased, comprehensive, and tailored to each client’s individual needs.
Take advantage of a ready-made, global client base, structured support, and the opportunity to maximize your earnings in a high-performing international team.
Expat opportunity. This role is open to UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction.
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