Remote Expat Private Wealth Advisor – Global Portfolio

Prestige IFA Jobs; United States; Remote; USD 90,000 - 140,000; Full time

Job summary

Prestige IFA Jobs is presenting a fully remote, international wealth-management advisory opportunity. The client portfolio targets British expatriates and globally mobile clients, with support from administration, paraplanning, compliance, and analyst teams to enable advisers to focus on financial planning and client relationships.

Candidates should have UK Level 4 Financial Planning qualifications and 2–3 years of client-facing wealth management experience.

Qualifications

• Minimum UK Level 4 Financial Planning qualification, such as DipPFS, CISI, CII Diploma, or equivalent.
• Minimum 2–3 years of client-facing experience in wealth management, financial advice, private banking, or life insurance advisory
• Strong relationship management and business development capabilities
• Comfortable operating within a digital-first, remote advisory environment
• Experience working with internationally mobile or expatriate clients is advantageous

Responsibilities

• Maintain and develop existing client relationships while leveraging infrastructure covering admin and compliance.
• Focus on financial advice, client relationships, and business development rather than operational tasks.
• Support gradual transition for advisers seeking reduced workloads or retirement planning scenarios.

Skills

Relationship management

Business development

Remote advisory

Digital-first

Expatriate clients

Education

UK Level 4 Financial Planning qualification

DipPFS / CISI / CFP equivalent

Job description

UK-Based | Fully Remote | International Client Portfolio

Our client, a globally respected international wealth management and financial planning firm, is expanding its remote advisory network to support the continued growth of digitally delivered cross-border wealth solutions for British expatriates and internationally mobile clients worldwide.

This opportunity is suited to experienced Financial Advisors, Wealth Managers and financial planning professionals seeking greater flexibility, stronger operational support, succession planning options, or a more entrepreneurial advisory environment.

Professionals with experience in offshore financial advice, international wealth management, private banking, accounting, financial services, or client relationship management may also be considered, depending on their experience and qualifications.

The Opportunity

Experienced advisers can maintain and develop their existing client relationships while benefiting from supporting infrastructure covering administration, paraplanning, compliance, and analyst support. This allows advisers to focus on financial advice, client relationships, and business development rather than the operational burden associated with running an advisory practice.

For established advisers considering a gradual reduction in workload, flexible transition structures are available to support continued client servicing while moving toward a more balanced professional lifestyle.

Advisers considering retirement or succession can also access structured buy-out and phased transition models designed to provide continuity for clients while supporting a professional transition from the business.

Professionals from related sectors, including private banking, accounting, financial services, and client relationship management, may have opportunities to transition into international wealth management through structured onboarding, training, and long-term development support.

Why Consider the Role?

The position offers a fully remote international advisory environment, with advisers working from within the UK while managing a globally diversified expatriate and international HNW client base.

Dedicated administration, paraplanning, compliance, and analyst support allows advisers to spend more time focusing on clients, financial planning, and relationship management.

The environment also provides greater autonomy and flexibility, alongside the opportunity to develop a long-term career within an established international advisory structure.

Our client is a highly respected international organisation with decades of experience serving expatriate and internationally mobile clients worldwide, with structured succession and retirement planning options available for advisers considering their longer-term career plans.

Candidate Requirements

• Minimum UK Level 4 Financial Planning qualification, such as DipPFS, CISI, CII Diploma, or equivalent.


• Minimum 2–3 years of client-facing experience in wealth management, financial advice, private banking, or life insurance advisory


• Strong relationship management and business development capabilities


• Comfortable operating within a digital-first, remote advisory environment


• Experience working with internationally mobile or expatriate clients is advantageous

Apply

This is an opportunity for qualified professionals to develop or transition their career within a flexible, globally focused wealth management environment while benefiting from operational support and long-term career options.

Qualified professionals are invited to submit their CV and supporting qualification documents for confidential consideration.UK-based IFAs are eligible to apply; experienced IFAs already working overseas may also be considered. UK-recognised financial advisory qualifications required (DipPFS, CISI Level 4, CFP or equivalent).