Financial Advisor – France

Join our client’s team as a Wealth Management Advisor!

The Opportunity

Advisers joining the firm will work closely with British and international expatriates living in France, helping them structure their finances in a tax-efficient and compliant manner.

The role involves providing holistic advice across key areas of wealth management including:

• Cross-border financial planning

• Retirement and pension structuring

• Investment portfolio management

• Estate and succession planning

• Tax-efficient wealth strategies under French residency rules

Clients typically require guidance around the interaction between UK and French tax systems, pension rules and inheritance legislation, making specialist advice essential.

Advisers are supported by an experienced international team with deep expertise in expatriate financial planning and global wealth structuring.

Key Responsibilities

• Provide tailored financial advice to expatriate and internationally mobile clients

• Build and maintain long-term client relationships through proactive financial planning

• Deliver advice across investment planning, retirement strategies and tax-efficient structures

• Assist clients in navigating UK–France cross-border financial regulations

• Conduct portfolio reviews and ongoing wealth planning consultations

• Develop new client relationships through referrals, networking and professional partnerships

Financial Planning Areas

The firm provides advice across a broad range of financial services including:

• Retirement and pension planning (including UK pension transfers and SIPPs)

• Global investment portfolio management

• Tax-efficient financial structuring for French residents

• Estate and succession planning

• Education and long-term financial planning

• Insurance and protection strategies

Advisers focus on building long-term financial strategies that align with clients’ lifestyle goals, residency status and evolving financial needs.

Candidate Profile

Our client is interested in speaking with advisers who:

• Have experience in wealth management, financial planning or private banking

• Possess relevant qualifications such as CISI, CII or equivalent

• Have experience advising expatriate or internationally mobile clients

• Understand cross-border financial planning and tax considerations

• Demonstrate strong client relationship and business development skills

• Are comfortable working in a consultative, long-term advisory environment

French language skills are beneficial but not always essential depending on the client base.

Why Join This Firm

• Work with a respected international wealth management brand

• Access an established client base of expatriate investors

• Be part of a firm specialising in cross-border financial planning

• Collaborate with experienced advisers and international specialists

• Opportunity to grow your career within a global advisory network

The firm’s philosophy centres on building long-term client relationships and delivering personalised financial strategies that simplify complex international financial planning.

Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII level 4 or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.