Independent Investment Advisor

Responsibilities

• Provide expert financial guidance and wealth management solutions to expatriate clients
• Build client loyalty through consistent, high-quality advice and personal service
• Complete thorough financial fact-finds and risk profiling for each client engagement
• Produce tailored financial plans covering retirement, investment, and protection requirements
• Deliver cross-border financial planning expertise and international portfolio management
• Advise on UK pension options, QROPS transfers, and expatriate wealth strategies
• Adhere strictly to regulatory compliance frameworks and industry best practices

Requirements

• UK financial advisory qualification preferred (DipPFS, CISI Level 4, CFP or recognised equivalent)
• 2-3 years of proven client advisory experience within financial services
• Strong technical knowledge of investments, pensions, and wealth management
• Exceptional relationship-building and communication skills
• International or expatriate client advisory experience is a plus

Benefits

• Competitive uncapped commission structure
• Ongoing professional development and training
• Relocation assistance and visa sponsorship available
• Full administrative and compliance backing

About the Company

Prestige IFA jobs is a reputable firm providing wealth management and financial advisory services to a global client base, with a focus on the dynamic expatriate markets in the UAE.