Prestige IFA Jobs - International Financial Advisor Jobs

Financial Planning and Analysis

• Deliver personalized financial planning to UK expats and other globally mobile EU and other predominantly Western clients.
• Advise on retirement income strategies, savings/investments, legacy/succession planning, and protection solutions that travel with clients.
• Help build client relationships that span years and countries.
• Contribute to shaping Equus Legacy’s early processes, thought leadership, and service model as we grow thoughtfully (we’re not aiming for 10,000 clients — we want the right ones).

International Financial Advisor – Pre-Launch Pipeline

• 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

International Financial Advisor – Pre-Launch Pipeline

Independent Investment Advisor