Key skills
CRMCommunication
About this role
Role Overview
- 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.
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
Benefits
- 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