Independent Financial Adviser - Remote

Overview

Our new client, a growing international financial advisory firm based in Malta, is seeking experienced Independent Financial Advisers to join their expanding network. The firm specializes in providing holistic, client-first financial planning for expatriates across Europe, the UK, and beyond — with a strong emphasis on professional independence, transparency, and long-term client relationships.

In Short

• Deliver independent, holistic financial advice tailored to the needs of international and expatriate clients.
• Build and manage a personal book of business with full ownership of client relationships.
• Utilize provided leads and CRM tools to grow your client base efficiently.
• Maintain compliance with MiFID II and local regulatory requirements.
• Collaborate with a supportive back-office team for onboarding, reporting, and administrative tasks.

Requirements

• Ideally come with a book of business / AUM.
• Proven experience as an Independent Financial Adviser or in a client-facing wealth management role.
• Hold recognised financial qualifications (e.g., CII Level 4+, CFP, CISI, CFA, or FINRA Series 7/65).
• Strong understanding of UK/US financial systems and cross-border financial planning.
• High level of ambition, self-motivation, and a client-centric mindset.
• Excellent communication skills and the ability to build trust quickly.
• Based in Malta or able to work remotely with EU residency or passport.
• Fluency in English is essential; additional languages (e.g., German, French, Italian) are an advantage.

Benefits

• Guaranteed Lead Generation with a steady stream of qualified leads.
• Full CRM, Onboarding & Reporting Support for operational efficiency.
• Retain Ownership of Client Relationships fostering deeper trust and long-term loyalty.
• Transparent & Competitive Fee Splits designed to reward performance.
• Flexible Work Model allowing remote or hybrid work from Malta or anywhere in the world.