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Independent Financial Advisor (Remote - Worldwide) at Recruiter4you
Lisbon, Hong Kong Island, Portugal -
Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

0.0

Posted On

20 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Wealth Management, Investment Solutions, Insurance, Protection, Estate Planning, Succession Planning, Client Acquisition, Portfolio Growth, Interpersonal Skills, Communication Skills, Results-Driven, Entrepreneurial Mindset, CISI, CII, Level 4 Diploma

Industry

Staffing and Recruiting

Description
Our client is a British financial advisory firm founded in Dubai which offers a spectrum of services to help you reach your financial goals. They offer comprehensive financial planning and wealth management solutions to expatriates and international investors. Responsibilities: As an Independent Financial Advisor, you’ll have the autonomy to build your client base while backed by industry-leading support, global infrastructure, and a strong in-house admin and compliance team. You’ll advise international clients on: Retirement planning Wealth management Investment solutions Insurance and protection Estate and succession planning What Our client offers: Uncapped, commission-based earnings Full administrative, marketing, and compliance support Access to top-tier financial products and global platforms Cutting-edge CRM and lead generation tools Regular training and career development Requirements: Minimum 2 years of experience in financial services Proven track record in client acquisition and portfolio growth Strong interpersonal and communication skills A results-driven and entrepreneurial mindset Relevant qualifications (e.g., CISI, CII, Level 4 Diploma or equivalent) preferred Fluent in English; additional languages are a plus
Responsibilities
As an Independent Financial Advisor, you will build your client base with the support of a strong admin and compliance team. You will advise international clients on various financial matters including retirement planning and wealth management.