Job Description
Roles & Responsibilities
Key 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
Desired Candidate Profile
Qualifications & Requirements
- UK financial advisory qualification preferred (DipPFS, CISI Level 4, CFP or recognised equivalent)
- Proven client advisory experience of 2-3 years within the financial services industry
- Strong technical knowledge across investments, pensions, and wealth management
- Exceptional relationship-building and communication skills
- International or expatriate client advisory experience is a plus
- Commitment to professional standards, ethics, and regulatory compliance