Our client is a privately owned, long-established international wealth management firm experiencing continued growth across Europe. As a result, they are actively seeking self-employed, Level 4+ qualified International Financial Advisers to join their advisory team.
This is a high-quality advisory proposition, designed for experienced professionals who value autonomy, long-term stability, and modern infrastructure over short-term sales pressure.
They are open to taking as many strong advisers as they can onboard, provided they meet professional and ethical standards.
Job DescriptionThis opportunity stands out clearly from the crowded international advisory market:
- Privately owned – no shareholders, no private equity, no exit strategy
- No intention to sell, merge, or dilute adviser autonomy
- Long-term vision focused on quality advice, not short-term volume
Most notably, the firm is heavily invested in cutting-edge AI technology, transforming the adviser experience:
- Client meetings are recorded securely…then
- AI generates a full 18 page fact-find, risk assessment, and suitability report within seconds
This dramatically reduces admin time, enhances compliance accuracy, and allows advisers to focus on what they do best: advising clients.
QualificationsEssential:
- Self-employed
- Level 4 qualification minimum (or higher)
- Strong understanding of cross-border advice
- Client-first, relationship-driven approach
Assets Under Management:
- Existing AUM preferred, but not a deal-breaker
- No structured notes or loan notes within AUM portfolios
This is an exceptional opportunity for experienced international advisers who want:
- Freedom and self-employment
- A stable, privately owned firm
- Serious investment in technology and adviser support
- A mature, compliant, long-term business model
- Strong demand in Portugal and Cyprus
If you’re a qualified adviser looking for a future-proof platform rather than a quick fix, this role deserves serious consideration.
Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets drive
Skills Required
- Self-employed adviser status
- Level 4 qualification or higher, such as CISI or CII
- Strong understanding of cross-border financial advice
- Client-first, relationship-driven approach
- At least three years of experience working in a UK wealth management business
- Client-facing sales and target-driven experience
- Existing assets under management
- AUM portfolios must not contain structured notes or loan notes
What We Do
Prestige IFA Jobs is a specialist recruitment and career-matching service for UK-qualified independent financial advisers seeking international roles. It connects advisers with offshore wealth-management firms across markets including Dubai, Malta, Spain, Portugal and Southeast Asia. The business emphasizes selective introductions, guidance before application, and matching candidates with suitable employers, focusing on independent financial advice and offshore wealth management rather than mass recruitment.
