International Financial Advisor – Pre-Launch Pipeline

Prestige IFA Jobs - International Financial Advisor Jobs

Financial Advisor providing personalized financial planning for UK expats and globally mobile clients. Join a new firm focused on building strong client relationships and thoughtful guidance.

Posted 7/6/2026contractRemote • 🇬🇧 United KingdomJunior💰 £80,000 - £120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advising with a focus on cross-border wealth management, retirement planning, and client relationship building. Possesses a deep understanding of expat challenges and the ability to deliver personalized financial solutions across multiple jurisdictions.

Highest-signal resume keywords

Financial AdvisingCross-Border Wealth ManagementRetirement PlanningClient Relationship ManagementExpat Financial Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Income StrategiesSavings/Investments PlanningLegacy/Succession PlanningMulti-Jurisdiction PlanningPortable Protection Solutions

Soft Skills

Relationship-First MindsetIndependenceIntegrityDeep Client Conversations

Tools & Technologies

Remote Work Tools

Industry Keywords

UK PensionsInternational MarketsExpat ChallengesTax ResidencyAdvisory Practices

About the role

Key responsibilities & impact

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).

Requirements

What you’ll need

Strong qualifications and experience in financial advising, ideally though not limited to, cross-border/international wealth and asset management, UK pensions, and retirement planning.
Real-world understanding of expat challenges (currency, tax residency shifts, portable protection, multi-jurisdiction planning).
A relationship-first mindset — you enjoy deep client conversations and long-term partnerships over high-volume transactions.
Independence and integrity: We’re building a firm rooted in genuine advice, not product quotas.
Comfort working remotely with modern tools, while delivering the personal touch clients expect and deserve.
We welcome those with experience in international markets (Europe, Middle East, Asia, Latin America, etc.), training/mentoring, or building advisory practices.

Benefits

Comp & perks

Fully remote flexibility with the autonomy that comes with independent advisory work.
Alignment with a philosophy that values old-school advice for modern expat problems: clarity, trust, and long-term security over hype.
Work with co-founders who have deep UK financial services roots (including NatWest/private client experience) and extensive international expat advisory backgrounds across multiple continents.