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Professional Services • Financial Services
Provide comprehensive wealth advice to high-net-worth and internationally mobile clients, develop long-term relationships, introduce alternative and private-market investments, and grow assets under management. The role requires client-facing wealth management experience, recognized financial advisory qualifications, strong business development skills, and an entrepreneurial approach. Advisers operate in a boutique environment with institutional-style investment opportunities and infrastructure supporting relationship development and practice growth.
Professional Services • Financial Services
Provide comprehensive financial advice on investments, pensions, wealth planning, cross-border tax planning, international investments, QROPS, and expatriate financial matters. Build and manage relationships with international and high-net-worth clients, conduct detailed fact-finding, create tailored financial plans, meet sales targets, and maintain regulatory compliance records.
Professional Services • Financial Services
Provide comprehensive financial planning and wealth management advice to international and high-net-worth clients. Responsibilities include developing client relationships, conducting financial reviews, designing investment, pension, and protection strategies, advising on cross-border financial matters and UK pension transfers, and maintaining regulatory compliance. The role is commission-based, client-facing, and offers relocation support and visa sponsorship for qualifying candidates.
Professional Services • Financial Services
Provide wealth management, financial planning, investment, pension, protection, and cross-border financial advice to international clients. Build and maintain client relationships, conduct consultations, develop personalized wealth strategies, support UK pension transfers and QROPS planning, and ensure regulatory compliance. The role is commission-based, client-facing, and focused on relationship development, business growth, and long-term engagement.
Professional Services • Financial Services
Provide comprehensive financial planning and wealth management advice to expatriates and high-net-worth clients. Responsibilities include conducting financial reviews, developing tailored investment, pension, and protection plans, advising on cross-border strategies, supporting UK pension transfers and QROPS, managing client relationships, and ensuring regulatory compliance. The role offers commission-based earnings, training, relocation support, visa sponsorship, and opportunities to build an international client portfolio.
Professional Services • Financial Services
Entry-level wealth management trainee program beginning with six to eight weeks of training in Malta, followed by relocation to Dubai or another international office. Responsibilities include developing financial advisory skills, understanding client lifecycles, conducting financial analysis, supporting portfolio structuring, and learning internal advisory systems and processes. The program provides mentorship, relocation support, visa sponsorship, and a pathway toward becoming a financial planner or advisor.
Professional Services • Financial Services
Self-employed financial adviser role for an established UK adviser bringing a transferable client book, typically £15m–£100m in assets. Responsibilities include ongoing planning-led advice across pensions, investments, tax and estate matters, client reviews, recommendations, documentation and portfolio selection. Advisers work remotely within the firm's FCA-authorised governance, supervision and investment proposition, supported by administration, technology and specialist cross-border, trust and estate expertise.
Professional Services • Financial Services
Provide holistic financial advice to expatriate clients across investment, retirement, estate planning, and tax optimization. Conduct financial assessments, create customized plans, develop client relationships, generate business through networking and referrals, manage leads, close opportunities, and remain current on regulatory and industry developments. The role is commission-only, autonomous, and client-facing, requiring strong financial planning expertise, communication skills, and business-development ability.
Professional Services • Financial Services
Provide client-facing international financial advice to UK and EU expatriate clients in Portugal. Build and maintain client relationships, deliver compliant cross-border investment advice, develop business through sales and targets, and manage or grow assets under management. Applicants must be self-employed, Level 4+ qualified, and have at least three years of UK wealth management experience. The firm provides AI-enabled fact-finding, risk assessment, suitability reporting, and administrative support.
Professional Services • Financial Services
Entry-level financial planning trainee supporting client journeys, report writing, financial analysis, and use of company tools and processes. The role includes CISI and CII qualifications, structured training, collaboration with internal and external teams, and development toward becoming a qualified Financial Planner. Candidates should demonstrate attention to detail, communication, teamwork, time management, commitment to learning, and an interest in building long-term client relationships.



