Company Description
Work From Anywhere | Flexible Hours | Join a Highly Rated Swiss-Regulated Company
Are you an experienced Independent Financial Adviser (IFA) with a CII Level 4 qualification looking for more flexibility and independence?
Join our well-established, Swiss-regulated firm — a trusted name with excellent reviews — and enjoy the freedom to work remotely from anywhere in the world with flexible hours (minimum 38 per week).
You'll be providing professional financial planning and advice to clients across Africa and South America, helping them achieve their financial goals while building meaningful, long-term relationships.
Our client believes in empowering their advisers — no micromanagement, just the support you need to thrive.
Job Description
* Remote work from anywhere in the world
* Guaranteed qualified meetings
* Flexible working hours
* A respected, Swiss-regulated company with a strong reputation
* No micromanagement – full professional autonomy
* Commission-based earnings with lead generation costs covered by us to help you grow your client base quickly
If you're client-focused, self-motivated, and ready to take your advisory career global, we'd love to hear from you.
Qualifications
You need to be CISI / CII UL level 4 Diploma qualified.
Additional Information
Responsibilities include:
* Offering financial planning support to clients.
* Assisting investment professionals in nurturing client relationships.
* Crafting accurate financial plans.
* Advising clients on optimal financial solutions for their medium to long-term plans.
Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.