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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 specialises 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.
This is a unique opportunity for advisers who want to grow their practice without the constraints of a traditional firm, supported by a modern infrastructure and a proven system for success.
Why Join This Firm?
This firm has built a reputation for empowering financial advisers through a combination of autonomy, support, and performance-driven resources. Key differentiators include:
✅ Guaranteed Lead Generation
Advisers are supported with a steady stream of qualified leads. The firm’s innovative system connects you with potential clients, allowing you to focus on building relationships and delivering advice — not on sourcing prospects.
✅ Full CRM, Onboarding & Reporting Support
Benefit from a fully supported digital infrastructure, including CRM integration, streamlined onboarding, and robust reporting systems. This ensures operational efficiency and enables you to track performance and make informed business decisions.
✅ Retain Ownership of Client Relationships
Unlike traditional models, advisers retain full ownership of their client relationships. This fosters deeper trust, long-term loyalty, and greater professional satisfaction — with no product push or ownership restrictions.
✅ Transparent & Competitive Fee Splits
The firm offers clear, fair, and competitive fee splits designed to reward performance and support sustainable income growth.
✅ Flexible Work Model
Work remotely or on a hybrid basis from Malta or anywhere in the world. The firm supports a flexible, compliant, and collaborative environment that adapts to your working style while maintaining the highest regulatory standards.
Responsibilities:
- 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.
- Utilise 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.
Please note: This position is specifically designed for professionals with a background in financial advice and wealth management. It is not suitable for candidates from accounting, auditing, or corporate finance roles. This is a client-facing, sales-driven profession with performance expectations. We encourage applications only from those with genuine aspirations in financial services advisory.
Interested? Apply today!
Take your advisory career to the next level with a firm that gives you freedom, support, and real growth potential — all within a compliant, forward-thinking network.
