Financial Adviser - Private Wealth Management, Valletta

About the role

A highly regulated international financial advisory firm, which gives cross-border advice to UK and EU expatriates, is expanding into Malta and is looking for an experienced Financial Adviser to be based in Valletta. The role provides comprehensive financial planning and investment advice to a sophisticated international client base.

Key responsibilities

• Provide financial advisory services covering investments, pensions and wealth planning
• Build trusted client relationships through proactive communication and high-quality service
• Carry out detailed fact-finding sessions to understand clients' financial circumstances and objectives
• Design tailored financial plans addressing short-term needs and long-term goals
• Advise on cross-border tax planning, international investments and wealth structuring
• Guide clients through UK pension transfers, QROPS and expatriate financial planning
• Operate within regulatory requirements and keep meticulous compliance records

Required profile

• Recognised UK financial planning qualification (DipPFS, CISI Level 4, CFP or similar)
• 2-3 years of proven experience in a client-facing advisory capacity
• Strong knowledge of investment markets, pension legislation and wealth management
• First-class communication skills and ability to build rapport with clients
• Experience advising international or expatriate clients is an advantage

What we offer

• Uncapped commission-based remuneration
• Ongoing training and professional development
• Relocation package and visa sponsorship for overseas candidates
• Dedicated back-office and compliance infrastructure
• Long-term career growth prospects in an international firm

To apply, send your CV and a cover letter highlighting your relevant experience and qualifications.