UK-Based | Fully Remote | International Client Portfolio
Our client, a globally respected international wealth management and financial planning firm, is expanding its UK-based remote advisory network to support the continued growth of digitally delivered cross-border wealth solutions for British expatriates and internationally mobile clients worldwide.
This opportunity is ideal for experienced advisers seeking greater flexibility, stronger operational support, succession planning options, or a transition into a more entrepreneurial advisory environment.
Whether you are an established offshore adviser, independent financial planner, private banker, accountant, or wealth professional looking to evolve your career, our client offers multiple pathways tailored to different stages of your professional journey.
Opportunities Available
Continue Advising Independently
Maintain and grow your existing client relationships while benefiting from a fully supported infrastructure including administration, paraplanning, compliance, and analyst support — allowing you to focus on advice and relationship management rather than operational burden.
Semi-Retirement & Lifestyle Flexibility
Reduce workload gradually while continuing to serve selected clients. Our client offers flexible transition structures designed to support advisers seeking improved work-life balance without immediately exiting the industry.
Succession & Exit Planning
For advisers considering retirement or succession planning, structured buy-out and phased transition models are available to ensure continuity for clients while rewarding advisers fairly and professionally.
New Career Pathways
Professionals from related sectors such as private banking, accounting, financial services, or client relationship management who are interested in transitioning into international wealth management will benefit from structured onboarding, training, and long-term development support.
Why Join Our Client?
Fully Remote & International
Operate remotely from within the UK while managing a globally diversified expatriate and international HNW client base.
Focus on Clients, Not Administration
Dedicated operational, compliance, and support infrastructure allows advisers to spend more time building relationships and delivering advice.
Entrepreneurial Environment
Enjoy greater autonomy, flexibility, and the opportunity to build genuine long-term equity and ownership within a modern international advisory structure.
Established Global Brand
Join a highly respected international organization with decades of experience serving expatriate and internationally mobile clients worldwide.
Secure Long-Term Career Path
Structured succession and retirement planning options provide advisers with long-term stability and clarity for future transition planning.
Candidate Requirements
• Minimum UK Level 4 Financial Planning qualification (DipPFS, CISI, CII Diploma or equivalent)
• Minimum 2–3 years of client-facing wealth management, financial advisory, private banking, or life insurance advisory experience
• Strong relationship management and business development capabilities
• Comfortable operating in a digital-first, remote advisory environment
• Experience working with internationally mobile or expatriate clients advantageous
Apply Now
This is a rare opportunity to build or transition your advisory career within a flexible, globally focused, digitally enabled wealth management environment while benefiting from strong infrastructure, operational support, and long-term career optionality.
Qualified professionals are invited to submit their CV and supporting qualification documents for confidential consideration.
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