International IFA - Dublin, Ireland

Company Overview

Our client is a well-established boutique global wealth management firm, part of a group of affiliate companies each focused on a key sector. Combining expertise in asset management, technology, capital markets, commodities, and infrastructure, they are building a next-generation platform business.

With group offices in London, Dubai, Zurich, Malta, Ireland, and Hong Kong, they are licensed and regulated across multiple jurisdictions. They provide innovative, flexible, tailored, and transparent cross-border solutions to meet diverse investment needs while protecting and growing client wealth. Solutions include absolute return, multi-asset, and institutional fund structures, both offshore and UCITS 5.

They are licensed in the UK, the EU, the UAE (SCA), and in 2024, in Australia.

The Candidate They Seek

They are seeking highly skilled Level 4 qualified advisers to join their dynamic team. Adaptability, expertise, and a global perspective are highly valued.

Candidates may be based in the UK, Europe, or the UAE. Flexibility is encouraged - the role is not tied to a specific office. Advisers with an established UK client base looking to move to Dubai, or UAE-based advisers wishing to return to the UK, will receive full support to maintain and grow their international client relationships.

Must-Haves

• Ambitious and hungry for success
• Passion for serving clients across borders
• Minimum Level 4 UK qualification (Level 3 considered if UAE-based)
• At least £10m clean AUM (not tied up in contracted regular savings products)
• Proven track record of building and maintaining a client bank

What They Offer

Advisers have the opportunity to serve clients across all offices, delivering private wealth services including advice, portfolio management, tax planning, property finance, and protection.

Through a centralised proposition, they provide full support in licensing, compliance, product, processes, and lead generation.

Key benefits include:

• Collaborative work environment encouraging challenge and innovation
• Opportunity to build your own advice practice within their regulatory framework
• Uniform advice proposition across all offices with highest standards
• Strong pedigree in asset management with retail and institutional experience
• Full support for advisers planning to leave the business, with liquidity to acquire books
• Private medical insurance regardless of office location
• Encouragement of remote working and personal development
• Retirement and savings plans for long-term financial security
• Programs leading to chartered status in fund management, compliance, investment operations, or wealth management

Notes

Applicants must have at least three (3) years' client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.

Expat opportunity. This role is open to UK-qualified financial advisors (DipPFS, CISI Level 4, CFP) seeking international experience. Remote work options available depending on regulatory jurisdiction.

UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent).