Remote UK-Based Expat Wealth Advisor for Global Clients

Prestige IFA Jobs

United States

Remote

USD 90,000 - 140,000

Full time

3 days ago

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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.