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Financial advisor – portugal

Loulé
International Financial Advisor Jobs
Anunciada dia 20 maio
Descrição

Our new client is a privately owned, long‐established international wealth management firm experiencing continued growth across Europe. They are actively seeking self‐employed, Level 4+ qualified International Financial Advisers to join their advisory team.Preferred LocationsBased in Southern Portugal – Vilamoura / Algarve regionBased in Cyprus – PaphosCandidates ideally in‐country, but advisers may also work from home or from one of the client's offices where available.Client Base & Jurisdiction FocusEU passport holders strongly preferredPredominantly EU‐based businessAsia possible only for advisers with substantial existing AUM, as the firm does not provide hand‐holding or outbound marketing in that regionLicensed in Indonesia for suitable Asia‐focused advisersEssential Adviser ProfileSelf‐employedLevel 4 qualification minimum (or higher)Strong understanding of cross‐border adviceClient‐first, relationship‐driven approachAssets Under ManagementExisting AUM preferred, but not a deal‐breakerNo structured notes or loan notes within AUM portfoliosWhy Join Our New Client?Privately owned – no shareholders, no private equity, no exit strategyNo intention to sell, merge, or dilute adviser autonomyLong‐term vision focused on quality advice, not short‐term volumeMost notably, the firm is heavily invested in cutting‐edge AI technology, transforming the adviser experience: client meetings are recorded securely...then AI generates a full 18‐page fact‐find, risk assessment, and suitability report within seconds.This dramatically reduces admin time, enhances compliance accuracy, and allows advisers to focus on what they do best: advising clients.Regulatory & Licensing Overview Our new client operates through a group of regulated entities, each established as a separate legal entity within the jurisdictions in which they operate.Investment Services – European UnionOne group entity is incorporated and registered in CyprusAuthorised and regulated by the Cyprus Securities and Exchange Commission (CySEC) as a Cyprus Investment Firm (CIF)Licensed to provide investment advice and related financial servicesPermitted to operate across all EEA member states on a cross‐border basisServices are provided under the Markets in Financial Instruments Directive (MiFID) via EU Freedom of Services provisionsInsurance Mediation – European UnionA separate group entity is incorporated and registered in CyprusAuthorised and regulated as an insurance mediation firmSupervised by the Cyprus Insurance Companies Control ServiceLicensed to conduct insurance mediation activitiesOperates across the EU on a cross‐border basis under the Insurance Distribution Directive (IDD) and EU Freedom of Services rulesThe Bottom LineFreedom and self‐employmentA stable, privately owned firmSerious investment in technology and adviser supportA mature, compliant, long‐term business modelStrong demand in Portugal and CyprusIf you're a qualified adviser looking for a future‐proof platform rather than a quick fix, this role deserves serious consideration.Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession for RDR UK qualified IFA's. Please only apply if you have the relevant industry experience.Tagged as: Commission Only, OTE $60K–$120K+, Senior Role#J-18808-Ljbffr

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