Financial Advisor Malta
Financial Advisor Malta
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Job Description
- 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.
Qualifications :
- 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.
Additional Information :
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 firms 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.
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.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
