Global Remote Wealth Advisor | High Earnings

Financial Planning Firm

Greater London

Hybrid

GBP 80,000 - 200,000

Full time

14 days+
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Benefits offered by this job

Visa sponsorship
Remote working
Funding for professionalQualifications
Exclusive investment opportunities
High earning potential

Job summary

Financial Planning Firm is seeking experienced financial advisers to work remotely from anywhere in the world. The role offers tax-free first-year earnings and a pathway to substantial second-year income, with internal support for client meetings and qualifications.

Applicants should have 3+ years in wealth management, a track record of success, and be prepared to obtain UK Level 4 CISI qualifications if needed. Fully remote, with visa sponsorship available where required.

Qualifications

  • Three or more years in wealth management or financial advisory roles.
  • Proven ability to translate financial data into actionable plans.
  • Familiarity with financial systems and strong IT literacy.

Responsibilities

  • Provide strategic advice across a wide range of financial products and services.
  • Assess clients’ financial situations and develop tailored financial plans.
  • Guide clients toward informed and secure financial decisions.
  • Stay up to date with industry trends and market developments.
  • Monitor and review financial plans to ensure alignment with objectives.
  • Ensure full compliance with industry regulations and best practices.

Skills

Financial advisory
Analytical skills
Communication
Negotiation
Presentation
Attention to detail
IT skills

Education

CISI/CII qualification

Job description

Financial Planning Firm is seeking experienced financial advisers to work remotely from anywhere in the world. The role offers tax-free first-year earnings and a pathway to substantial second-year income, with internal support for client meetings and qualifications.

Applicants should have 3+ years in wealth management, a track record of success, and be prepared to obtain UK Level 4 CISI qualifications if needed. Fully remote, with visa sponsorship available where required.

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