Wealth Manager – London, UK

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.

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.

• Full support toward achieving Level 4 UK financial planning qualifications
• Ongoing professional development and advanced certifications
• Structured learning environment designed for long-term success

• Highly competitive remuneration structure
• Exceptional earning potential for top performers
• Regular incentives, including international conventions and rewards

• Access to a bespoke CRM system built by experienced Wealth Managers
• Strong operational and management support
• Well-structured onboarding and selection process

• Opportunity to be part of global expansion plans
• Potential to contribute to launching new offices internationally
• Clear career progression within a fast-growing brand

• 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

• 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)

• CISI / CII Level 4 (or equivalent) strongly preferred
• Commitment to achieving and maintaining professional qualifications

• 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

• 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

If you are a driven and qualified Wealth Manager looking to take your career international and grow within a forward-thinking advisory firm, this is a strong opportunity to  IFAs are eligible to apply; experienced IFAs already working overseas may also be considered. UK-recognised financial advisory qualifications required (DipPFS, CISI Level 4, CFP or equivalent).