International Financial Advisor – Pre-Launch Pipeline

• Deliver personalized financial planning to UK expats and other globally mobile EU and other predominantly Western clients.
• Advise on retirement income strategies, savings/investments, legacy/succession planning, and protection solutions that travel with clients.
• Help build client relationships that span years and countries.
• Contribute to shaping Equus Legacy’s early processes, thought leadership, and service model as we grow thoughtfully (we’re not aiming for 10,000 clients — we want the right ones).

Requirements

• Strong qualifications and experience in financial advising, ideally though not limited to, cross-border/international wealth and asset management, UK pensions, and retirement planning.
• Real-world understanding of expat challenges (currency, tax residency shifts, portable protection, multi-jurisdiction planning).
• A relationship-first mindset — you enjoy deep client conversations and long-term partnerships over high-volume transactions.
• Independence and integrity: We’re building a firm rooted in genuine advice, not product quotas.
• Comfort working remotely with modern tools, while delivering the personal touch clients expect and deserve.
• We welcome those with experience in international markets (Europe, Middle East, Asia, Latin America, etc.), training/mentoring, or building advisory practices.

Core Competencies

Demonstrates expertise in financial advising with a focus on cross-border wealth management, retirement planning, and client relationship building. Possesses a deep understanding of expat challenges and the ability to deliver personalized financial solutions across multiple jurisdictions.