• 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).

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 plannin...