Remote Financial Advisor – Expatriate Clients

Opportunity Overview:

Our client, a forward-thinking international wealth management firm, is seeking experienced financial advisors to join their expanding global team. With a client base of international professionals and expatriates, the firm offers tailored wealth management, estate planning, and investment solutions — including both regulated and alternative financial products.

This opportunity is ideal for self-starting professionals with a solid sales background in financial products — even those who may not yet hold a UK Level 4 Diploma, although qualified advisors will have a distinct advantage. What matters most here is not your academic pedigree, but your ability to connect with clients, build trust, and deliver meaningful solutions.

Let’s face it — plenty of advisors have qualifications coming out of their ears, but couldn’t sell a bottle of water to a man dying of thirst with money in hand. If you’ve got real-world grit, strong instincts, and the drive to succeed, then this is your chance.

Recognizing the global shift toward higher advisory standards, our client also supports advisors in gaining their Level 4 Investment Advice Diploma (CISI) while actively working.

What You’ll Be Doing:

• Advising international clients on wealth management, retirement planning, estate strategies, and cross-border tax considerations

• Developing long-term relationships based on trust, transparency, and performance

• Recommending both regulated and alternative investment products tailored to each client’s risk appetite and goals

• Staying up to date with global financial regulations and product developments

• Working independently in a remote capacity, managing your own time and pipeline