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- Tasks: Provide financial planning and advice to clients globally, building long-term relationships.
- Company: A highly rated, Swiss-regulated firm with a strong reputation.
- Benefits: Work remotely, flexible hours, and commission-based earnings with lead generation support.
- Why this job: Enjoy professional autonomy and the chance to grow your advisory career internationally.
- Qualifications: CII Level 4 qualification and experience as an Independent Financial Adviser.
- Other info: Ideal for self-motivated individuals focused on client success.
The predicted salary is between 36000 - 60000 £ per year.
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.
What they offer:
- Remote work from anywhere in the world
- Guaranteedqualified 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.
Please note:
This position would typically suit experienced and UK level 4 qualified IFA candidates. 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.
CISI Level 4, CFP, CFA, or equivalent certifications
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Remote Financial Advisor employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a company you're interested in.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your qualifications, experience, and skills. Join relevant groups and engage with content to increase your visibility in the financial advisory space.
✨Tip Number 3
Practice your pitch! Prepare a short, compelling introduction about yourself and your experience as an IFA. This will come in handy during networking events or when you get the chance to chat with potential employers.
✨Tip Number 4
Apply through our website! We make it easy for you to find the right role that fits your skills and aspirations. Plus, applying directly shows your enthusiasm and commitment to joining our team!
We think you need these skills to ace Remote Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Adviser. We want to see how your skills align with the role, so don’t be shy about showcasing your CII Level 4 qualification and any relevant achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this remote role. Share your passion for client relationships and how you can help clients achieve their financial goals across Africa and South America.
Showcase Your Autonomy: Since we value independence, make sure to highlight instances where you've thrived without micromanagement. We want to know how you take initiative and manage your time effectively in a flexible work environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Prestige IFA Jobs
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services offered by the company. Be ready to discuss how your CII Level 4 qualification has prepared you for this role and how you can help clients achieve their financial goals.
✨Showcase Your Client-Focused Approach
Since this role is all about building long-term relationships, prepare examples of how you've successfully engaged with clients in the past. Highlight your ability to understand their needs and provide tailored advice that aligns with their financial aspirations.
✨Emphasise Your Independence
This position offers a lot of autonomy, so be sure to convey your self-motivation and ability to work independently. Share experiences where you've thrived without micromanagement and how you plan to manage your time effectively while working remotely.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, support systems, and expectations for advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
