About the Company
Our client is a highly regulated international financial planning firm, founded in 2010, with a strong, integrated team spanning advisory, asset management, client servicing, administration, and compliance.
Financial planning sits at the core of their philosophy, supporting clients through every stage of life—from property acquisition and education planning to wealth protection, retirement, and legacy planning.
Operating under stringent Swiss and EU regulatory frameworks, the firm provides clients and advisors with a secure and compliant environment. Their licensing includes MiFID II passporting across multiple EU countries, alongside IDD insurance licensing, Swiss FINMA oversight, and UK FCA regulation.
Financial Advisor Opportunity (Europe / International)
Our client is seeking experienced Financial Advisors / Wealth Managers to join their international platform.
This opportunity is ideal for advisors who want to deliver truly independent, holistic financial advice while benefiting from a robust regulatory framework, strong infrastructure, and a broad product offering.
What You’ll Be Doing
• Provide comprehensive financial planning across all stages of the client lifecycle
• Advise clients on investments, retirement planning, protection, and estate structuring
• Build and maintain long-term client relationships
• Identify opportunities to grow assets under management through tailored solutions
• Deliver independent advice supported by a wide range of domestic and international products
What Sets This Firm Apart
Regulatory Strength & Global Reach
• Operates under Swiss, EU (MiFID II), IDD, and UK FCA regulation
• Passporting capabilities across major European markets
• Secure and compliant platform for cross-border advisory
Whole-of-Market Product Access
• Truly independent offering across wealth management, insurance, healthcare, and trust solutions
• Strong partnerships with Swiss and international providers
• Ability to deliver tailored solutions without product restrictions
What We Offer
Earnings & Compensation
• Competitive, performance-based income structure
• Long-term earning potential linked to client relationship growth
• Flexible salary packages negotiable for the right candidates
Benefits
• Flexible pension plan
• Employer protection covering accident, sickness, and maternity
• Tax-deductible travel and business expenses
• Discounts on insurance, savings, and mortgage products
Training & Development
• Financial support for professional qualifications and further education
• Ongoing training and structured career development
• Time allowance for external learning and certification
Support & Infrastructure
• Full administrative, compliance, and technical support
• Integrated team covering all aspects of financial planning and client servicing
Who We’re Looking For
Experience & Background
• Minimum 3+ years of client-facing experience in wealth management or financial advisory
• Proven ability to build and maintain client relationships
• Strong understanding of financial planning and investment products
Qualifications
• Recognized investment qualifications (e.g., CISI, CII or equivalent) preferred
Skills & Attributes
• Client-focused approach with strong interpersonal skills
• Professional, ethical, and compliant mindset
• Self-driven with the ability to work independently
• Ambitious and motivated to build a long-term career
Why Join
This is an excellent opportunity for Financial Advisors who want to operate within a highly regulated, internationally recognized framework while maintaining the flexibility to deliver truly independent advice.
The firm offers the ideal balance of security, support, product access, and career development, making it a strong platform for long-term success in international financial services.
Apply for Financial Advisor Roles (Europe / International)
If you are an experienced Financial Advisor looking to grow your career within a well-regulated, international environment, this is a compelling opportunity to explore.
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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