About the Firm
Our client is an independent financial advisory consultancy with an international footprint, operating across Spain, Geneva, and Dubai. Founded by UK-qualified financial advisers, the firm brings a modern, high-energy approach to the offshore wealth management space. With a strong reputation among expatriate clients, the business is focused on delivering high-quality, personalized financial planning and investment advice on a global scale.
International Wealth Manager Opportunity (Europe / Dubai)
This is an opportunity for experienced Wealth Managers or Financial Advisors to join a growing international firm serving expatriate clients. The role is best suited to professionals with an existing client base who are looking to develop their book further within a supportive, growth-oriented environment. You will be advising clients on medium- to long-term financial strategies, including investment planning, retirement solutions, and wealth structuring.
Why Join This Firm
Training & Qualifications
- Full support toward achieving Level 4 UK financial planning qualifications
- Ongoing professional development and advanced certifications
- Structured learning environment designed for long-term success
Earnings & Incentives
- Highly competitive remuneration structure
- Exceptional earning potential for top performers
- Regular incentives, including international conventions and rewards
Technology & Support
- Access to a bespoke CRM system built by experienced Wealth Managers
- Strong operational and management support
- Well-structured onboarding and selection process
Growth Opportunities
- Opportunity to be part of global expansion plans
- Potential to contribute to launching new offices internationally
- Clear career progression within a fast-growing brand
What You’ll Be Doing
- Build and manage a portfolio of expatriate clients
- Provide tailored financial planning and investment advice
- Develop long-term strategies covering wealth management and retirement planning
- Actively grow your client base through networking and referrals
- Maintain high professional standards in line with UK advisory expectations
Profile they will shortlist
- Minimum 3+ years of experience in UK wealth management or financial advisory
- Strong preference for candidates with an existing client book or AUM
- Background in client-facing, sales-driven advisory roles (not accounting or back-office finance)
Qualifications
- CISI / CII Level 4 (or equivalent) strongly preferred
- Commitment to achieving and maintaining professional qualifications
Skills & Attributes
- Entrepreneurial mindset with a strong drive to succeed
- Proven sales ability and target-driven approach
- Excellent communication and relationship-building skills
- Positive, self-motivated, and ambitious personality
- Fluent in English
Who This Role Suits
This opportunity is ideal for UK-qualified Financial Advisors who:
- Have experience working with expatriate clients
- Want to grow their AUM within an international environment
- Are looking for a firm that supports both performance and professional development
- Thrive in a client-facing, high-performance setting
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