Financial Advisor – Vilamoura, Portugal

Our client is a privately owned, long-established international wealth management firm experiencing continued growth across Europe. As a result, they are actively seeking self-employed, Level 4+ qualified International Financial Advisers to join their advisory team. This is a high-quality advisory proposition , designed for experienced professionals who value autonomy, long-term stability, and modern infrastructure over short-term sales pressure.

They are open to taking as many strong advisers as they can onboard , provided they meet professional and ethical standards. This opportunity stands out clearly from the crowded international advisory market: Privately owned – no shareholders, no private equity, no exit strategy No intention to sell, merge, or dilute adviser autonomy Long-term vision focused on quality advice, not short-term volume Most notably, the firm is heavily invested in cutting-edge AI technology , transforming the adviser experience: Client meetings are recorded securely…then AI generates a full 18 page fact-find, risk assessment, and suitability report within seconds This dramatically reduces admin time, enhances compliance accuracy, and allows advisers to focus on what they do best: advising clients .

Essential: Self-employed Level 4 qualification minimum (or higher) Strong understanding of cross-border advice Client-first, relationship-driven approach Assets Under Management: Existing AUM preferred, but not a deal-breaker No structured notes or loan notes within AUM portfolios This is an exceptional opportunity for experienced international advisers who want: Freedom and self-employment A stable, privately owned firm Serious investment in technology and adviser support A mature, compliant, long-term business model Strong demand in Portugal and Cyprus If you’re a qualified adviser looking for a future-proof platform rather than a quick fix , this role deserves serious consideration.

Please note: This position would typically suit experienced UK CISI / CII level 4 qualified investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. A minimum of three (3) years experience working in a UK wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession.

This is a client facing, sales and targets drive