Financial Telesales Coordinator Remote

Caravel Global is an experienced British owned IFA company. The company is looking for an experienced client relationship manger (also called BDM’s or financial coordinators) to work from home. Coordinators are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments /…

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UK financial advisors wanted Spain

Our wealth management client is looking for Financial advisors to be based in Marbella area,  Spain. Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they require a number of independent investment advisors to be…

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International Financial Advisor Remote

Are you looking for  a change from the usual target driven old fashioned sales – IFA style? Our client is a  discretionary fund manager that uses Warren Buffett’s techniques to make more money for wealthy clients and Brokers alike. They are currently looking for financial advisors who want to work remotely – telecommute. Opportunity explained:…

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Financial Consultant – Switzerland

My client in Switzerland is currently seeking to employ qualified and experienced Financial Consultants to join their growing team. Join this truly independent, forward-thinking organization, where one’s earning potential is secured and supported by an established brand name. They are looking for top achievers to fulfill two primary roles.  The first is advising clients on…

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UK Pensions Financial Advisor Spain

My client in Spain is a very reputable financial planning and investment management company. They  specialise in helping expat professionals, and provide global financial solutions for those with a global lifestyle. They pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals. What makes them different? Not all offshore financial planning firms…

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Investment Advisors wanted in Mexico

Our established and growing IFA client offers a unique opportunity in the offshore industry in Latin America. Our client is very well positioned in the market with virtually no competitors worth mentioning. There is a fair amount of exposure offering their services to the local population which gives advisors the opportunity to diversify a bit…

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UK Financial advisor

My client is looking for anyone with UK Pension Transfer experience who is interested in working with UK clients in the US.  They are one of a handful of US firms that offer UK pension advice to UK expat clients living in the US.  This is a remote position and no need to be in…

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Financial Advisors Abu Dhabi

My client in Abu Dhabi is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential. This opportunity is for potential advisors who have prior experience working as an Independent Advisor or Wealth Manager; or are you…

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Financial Advisor USA

As a leading organisation in their sector with offices based across the globe, my client have developed a unique advice proposition which has driven huge client demand. We have been established in Miami for nearly 5 years and look after hundreds of clients across the USA. As a Financial Advisor in Miami, you will work…

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Offshore IFA Spain

My client is a highly regulated wealth management company. They specialise in providing global finance solutions for those with a global lifestyle.  My client strives to provide the best level of service in the industry which means having the right regulations, the right structure and the right people. They pride themselves on being truly different,…

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