Independent Investment Advisor

Responsibilities

• Provide expert financial guidance and wealth management solutions to a diverse portfolio of international 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

• 2-3 years of proven client advisory experience within the financial services industry
• Strong technical knowledge across investments, pensions, and wealth management
• Exceptional relationship-building and communication skills
• Commitment to professional standards, ethics, and regulatory compliance

Preferred Qualifications

• UK financial advisory qualification (e.g., DipPFS, CISI Level 4, CFP, or recognized equivalent)
• Experience in international or expatriate client advisory

Benefits

• Competitive uncapped commission structure for high achievers
• Ongoing professional development and training initiatives
• Relocation assistance and visa sponsorship available
• Opportunity to develop an international client base across multiple markets
• Full administrative and compliance backing

About the Company

Prestige IFA jobs is a reputable firm providing comprehensive financial planning and strategic investment management. We specialize in helping international clients achieve their financial goals through expert guidance in dynamic global markets.