Remote Financial Advisor – Paris, France

International Financial Advisor Jobs; Paris; Sur place; EUR 69 252 - 115 420; Plein temps

Avantages offerts par ce poste

Private medical insurance

Encouragement of remote working

Retirement and savings plans

Support for advisers planning to leave the business

Résumé du poste

International Financial Advisor Jobs is seeking highly skilled Level 4 qualified advisers to join a global wealth management firm. This role allows flexibility in location while providing comprehensive wealth services including portfolio management and tax planning. Candidates must have a proven track record with at least £10m clean AUM and three years of client-facing experience in wealth management. The position offers extensive support, private medical insurance, and opportunities for professional development.

Qualifications

• Minimum three years of client-facing experience in wealth management or life insurance advisory.
• Proven track record of building a client bank with at least £10m clean AUM.
• Recognised investment qualifications such as CISI or CII.

Responsabilités

• Serve clients across various locations with private wealth services.
• Manage client portfolios and provide tax planning and financial advice.
• Develop and maintain a personal advice practice.

Connaissances

Adaptability

Client relationship building

Cross-border client service

Formation

Level 4 UK qualification

Level 3 UK qualification (considered if in UAE)

Description du poste

Company Overview

Our client is a well‑established boutique global wealth management firm that is part of a group of affiliate companies, each focused on a key sector. Combining deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a next‑generation platform business. Group offices are located in London, Dubai, Zurich, Malta, Ireland, and Hong Kong, and the firm is licensed and regulated across multiple jurisdictions. They provide innovative, flexible, tailored, and transparent cross‑border solutions to meet diverse investment needs, while protecting and growing client wealth. Solutions include absolute return, multi‑asset, and institutional fund structures, both offshore and UCITS 5. Licences are held in the UK, the EU, the UAE (SCA), and in 2024, in Australia.

The Candidate They Seek

Our client is actively seeking highly skilled Level 4 qualified advisers to join their dynamic team. They value adaptability, expertise, and a global perspective in candidates. Whether located in the UK, Europe, or the UAE, candidates from diverse geographical backgrounds are welcome. The role is flexible and not tied to a specific office location. Advisers with an established client base in the UK who wish to move to Dubai, or UAE‑based advisers seeking to return to the UK with their clients, will be fully supported in maintaining and growing their international business.

The Must‑Haves

• Big ambitions and hunger for success
• Passion for serving clients across borders
• Minimum Level 4 UK qualification (Level 3 considered only if based in the UAE)
• At least £10m clean AUM (not tied up in contracted regular savings products)
• Proven track record of building a client bank

What They Offer

Advisers can serve clients across all offices, regardless of base, with the ability to deliver private wealth services, including advice, portfolio management, tax planning, property finance, and protection. Through a centralised proposition, they provide a complete solution covering licensing, compliance, product, processes, and lead generation. This role offers:

• Collaborative work environment encouraging challenge and innovation
• Opportunity to build your own advice practice within regulatory framework
• Uniform advice proposition across all offices maintaining highest standards
• Strong pedigree in asset management with retail and institutional experience
• Full support for advisers planning to leave the business, with liquidity to acquire books
• Private medical insurance regardless of office location
• Encouragement of remote working and development of personal interests
• Retirement and savings plans for financial security
• Programs leading to chartered status in fund management, compliance, investment operations, or wealth management

Notes

Applicants must have at least three (3) years’ client‑facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance‑driven, client‑facing role focused on relationship development and growth.