Financial Advisor – Vilamoura, Portugal

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