International Financial Advisor (Pre-Launch Pipeline)

Job Description

• 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).

Qualifications

Who We’re Looking For

You bring:

• 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.

Additional Information

Why Join EquusLegacy.com?

• Be part of the founding team during a pivotal time — influence how we serve clients and operate.
• Fully remote flexibility with the autonomy that comes with independent advisory work.
• Alignment with a philosophy that values old-school advice for modern expat problems: clarity, trust, and long-term security over hype.
• Work with co-founders who have deep UK financial services roots (including NatWest/private client experience) and extensive international expat advisory backgrounds across multiple continents.
• This is a commission-only opportunity with realistic on-target earnings (OTE) typically in the region of £80,000–£120,000+ for successful advisers, depending on experience, performance and market. Full details of the remuneration structure will be discussed during the recruitment process

We’re not for everyone and will not just be taking on anyone and everyone. If you thrive in high-pressure sales environments or prefer the safety of a large corporate structure, this probably isn’t the fit. But if you’re tired of the industry’s noise and believe in the power of authentic advice for people navigating life across borders, this could be a rare chance to build something lasting.

Next Steps:

We are currently accepting applications from experienced advisers interested in joining our founding team.

Why Now?

We  won’t just be hiring advisors. We’re building a movement—one that puts trust, transparency, and human connection back into financial advice. If you’re ready to ditch the corporate script and do work that actually matters, let’s talk.

Regulatory Disclosure: Equus Legacy will operate as an independent financial advisory firm. Services will be offered in accordance with applicable regulatory and/or luidensing  requirements via our authorized network partners.