International Financial Advisor – Pre-Launch Pipeline

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Provide tailored financial planning services to UK expatriates and other globally mobile clients from the EU and mainly Western countries.

• Offer guidance on retirement income strategies, investment savings, legacy and succession planning, as well as protection solutions that accompany clients.

• Foster client relationships that endure across years and borders.

• Play a role in developing Equus Legacy’s foundational processes, thought leadership, and service model as we expand thoughtfully (our focus isn’t on acquiring 10,000 clients but on engaging the right ones).

⛳️ Requirements

• Strong qualifications and experience in financial advising, particularly in areas such as cross-border/international wealth management, UK pensions, and retirement planning.

• Practical understanding of the challenges faced by expatriates (including currency issues, tax residency changes, portable protection, and multi-jurisdictional planning).

• A relationship-driven approach — you prioritize meaningful client discussions and long-term partnerships over high-volume transactions.

• Independence and integrity: Our firm is built on the foundation of genuine advice rather than product sales targets.

• Ability to work remotely using modern tools while still providing the personal touch that clients expect and deserve.

• We welcome candidates with experience in international markets (Europe, Middle East, Asia, Latin America, etc.), as well as those with skills in training/mentoring or building advisory practices.

🏝️ Benefits

• Complete remote flexibility alongside the autonomy associated with independent advisory roles.

• Alignment with a philosophy that prioritizes traditional advice to address contemporary expat challenges: clarity, trust, and long-term security over market hype.

• Collaborate with co-founders who possess extensive roots in UK financial services (including NatWest/private client experience) and a rich background in international expat advisory across various continents.