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International IFA – Greece

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UK Financial Advisors: This international opportunity is specifically designed for UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) looking to relocate and build a global client base.

Company Overview Our client is a well-established boutique global wealth management firm, part of a group of affiliate companies each focused on a key sector. Combining expertise in asset management, technology, capital markets, commodities, and infrastructure, they are building a next-generation platform business. With offices in London, Dubai, Zurich, Malta, Ireland, and Hong Kong, they are 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. Their solutions include absolute return, multi-asset, and institutional funds, with both offshore and UCITS 5 fund structures. They are licensed in the UK, the EU, the UAE (SCA), and in 2024, in Australia. The Candidate They Seek They are seeking highly skilled Level 4 qualified advisers to join their dynamic team. Adaptability, expertise, and a global perspective are highly valued. Candidates may be based in the UK, Europe, or the UAE. Flexibility is encouraged — this role is not tied to a specific office. Advisers with an established UK client base looking to move to Dubai, or UAE-based advisers wishing to return to the UK, will receive full support to maintain and grow their international client relationships. Must-Haves
  • Ambitious and hungry for success
  • Passion for serving clients across borders
  • Minimum Level 4 UK qualification (Level 3 considered if UAE-based)
  • At least £10m clean AUM (not tied up in contracted regular savings products)
  • Proven track record of building and maintaining a client bank
What They Offer Advisers have the opportunity to serve clients across all offices, delivering private wealth services including: advice, portfolio management, tax planning, property finance, and protection. Through a centralised proposition, they provide complete support in licensing, compliance, product, processes, and lead generation. Key benefits include:
  • Collaborative work environment encouraging challenge and innovation
  • Opportunity to build your own advice practice within their regulatory framework
  • Uniform advice proposition across all offices with 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 personal development
  • Retirement and savings plans for long-term 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.
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Common Interview Questions And Answers

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Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...