International Financial Planner

About the role

A well-established boutique global wealth management firm, part of a group of affiliate companies covering asset management, technology, capital markets, commodities and infrastructure, is looking for highly skilled Level 4 qualified advisers to join its team in Dublin. The firm is licensed and regulated across several jurisdictions and offers cross-border solutions such as absolute return, multi-asset and institutional fund structures, both offshore and UCITS 5.

The adviser serves clients across all offices, delivering private wealth services including advice, portfolio management, tax planning, property finance and protection. Advisers with an established client base receive full support to maintain and grow their international client relationships.

Required profile

• At least three years' client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent).
• 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.
• Ambitious, passionate about serving clients across borders, with adaptability and a global perspective.

What we offer

• Opportunity to build your own advice practice within the firm's regulatory framework, with a uniform advice proposition across all offices.
• Centralised support for licensing, compliance, product, processes and lead generation.
• Private medical insurance regardless of office location.
• Encouragement of remote working and personal development.
• Retirement and savings plans.
• Programmes leading to chartered status in fund management, compliance, investment operations or wealth management.
• Support for advisers leaving the business, with liquidity to acquire books.