Our client is a privately owned, long-established international wealth management firm experiencing continued growth across Europe. As a result, they are actively seeking self-employed, Level 4+ qualified International Financial Advisers to join their advisory team.

This is a high-quality advisory proposition, designed for experienced professionals who value autonomy, long-term stability, and modern infrastructure over short-term sales pressure.

They are open to taking as many strong advisers as they can onboard, provided they meet professional and ethical standards.

This opportunity stands out clearly from the crowded international advisory market:

• Privately owned – no shareholders, no private equity, no exit strategy
• No intention to sell, merge, or dilute adviser autonomy
• Long-term vision focused on quality advice, not short-term volume

Most notably, the firm is heavily invested in cutting-edge AI technology, transforming the adviser experience:

• Client meetings are recorded securely…then
• AI generates a full 18 page fact-find, risk assessment, and suitability report within seconds

This dramatically reduces admin time, enhances compliance accuracy, and allows advisers to focus on what they do best: advising clients.

Essential:

• Self-employed
• Level 4 qualification minimum (or higher)
• Strong understanding of cross-border advice
• Client-first, relationship-driven approach

Assets Under Management:

• Existing AUM preferred, but not a deal-breaker
• No structured notes or loan notes within AUM portfolios

This is an exceptional opportunity for experienced international advisers who want:

• Freedom and self-employment
• A stable, privately owned firm
• Serious investment in technology and adviser support
• A mature, compliant, long-term business model
• Strong demand in Portugal and Cyprus

If you’re a qualified adviser looking for a future-proof platform rather than a quick fix, this role deserves serious consideration.

Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets drive