INDEPENDENT FINANCIAL ADVISER / WEALTH MANAGER

European Union | Independent Opportunity | Remote or Hybrid

If your Network participates in your revenue, what is it delivering in return?

That question is becoming increasingly important for independent financial advisers across Europe.

Many advisers joined a Network expecting licensing, responsive support, efficient processing, modern technology, product expertise and help building a valuable business. Too often, the reality becomes very different:

-Slow case processing. Unclear commission statements.

-Limited access to decision-makers.

-Outdated systems.

-Narrow product options.

-Generic training.

-Minimal sales support.

-A brand that promotes itself while doing little to strengthen the adviser’s own presence.

Meanwhile, mergers and acquisitions are reshaping the industry. Ownership changes, platforms are consolidated and commercial terms may be revised. Advisers can feel increasingly removed from the people making decisions about their businesses.

Clients notice the uncertainty as well.

If your Network has been acquired, changed direction or simply stopped delivering value in proportion to what you contribute, this may be the right time to explore a stronger alternative.

ABOUT THE PCC NETWORK

PCC Wealth is a modern international wealth management firm supporting experienced independent Financial Advisers, Wealth Managers and Family Offices.

We work with entrepreneurial advisers who want to preserve their independence while gaining the licensing infrastructure, technology, operational support, market reach and direct leadership needed to compete at a higher level.

Our advisers serve clients whose lives, businesses and wealth increasingly cross borders. PCC is designed to help them grow internationally without surrendering the identity, relationships and enterprise value they have worked years to build.

This is independence with infrastructure.

WHY EXPERIENCED ADVISERS CONSIDER PCC

#1 - Licensing and cross-border infrastructure:

-Access the appropriate PCC and partner regulatory, licensing and compliance structures, including MiFID permissions in the European Union, FINMA-regulated structures in Switzerland and U.S. licensing frameworks.

-All activity remains subject to adviser location, client residence, applicable regulation, licensing permissions, compliance approval and contractual arrangements..

#2 - Bespoke sales and business-development support:

-Independent should not mean unsupported.

-PCC works with advisers on positioning, prospect strategy, complex opportunities, centres of influence, professional partnerships and the development of stronger HNW and UHNW client pipelines.

The objective is not simply to process the business you already have. It is to help you create more of the right business.

#3 - Faster, more accountable business processing:

-Administrative friction damages momentum and client confidence.

-PCC prioritises responsive case support, coordinated onboarding, clean accounting, transparent commission reporting and more efficient communication between advisers,



operations, compliance and providers.

-You should know where your business stands, what has been paid and who is responsible for moving each case forward.

#4 - A modern technology stack:

-Work with technology built for a modern advisory practice, including AI-powered CRM capabilities, secure digital workflows, client-management tools, reporting support and improved visibility across your pipeline.

-Less time chasing information. More time advising clients and building relationships.

#5 - Broad product and provider access:

-PCC maintains terms of business with a range of regulated and reputable partners.

-Advisers receive product support and help navigating available solutions so recommendations can be considered against client needs, regulatory requirements and the options available through the appropriate PCC structure.

#6 - Ongoing training and professional development:

-Markets change. Regulation evolves. Client needs become more international and more complex.

-PCC provides ongoing development, product education, case collaboration and access to experienced specialists. We want advisers who continue learning because their clients expect them to stay ahead.

#7 - Direct Network leadership:

-You should not have to navigate layers of management to reach someone capable of making a decision.

-PCC advisers benefit from direct access to Network leadership, faster escalation of important matters and a business culture that treats experienced advisers as commercial partners.

#8 - Brand building without losing your identity:

-Your name, reputation and client relationships matter.

-PCC helps advisers strengthen their own professional presence while benefiting from the credibility, resources and reach of an international wealth management brand.

-We want to help you build an asset with long-term value, not disappear inside somebody else’s organisation.

#9 - HNW and UHNW growth opportunities:

-PCC operates across international wealth corridors and develops relationships with professional introducers, relocation specialists, tax and legal professionals, property firms, family offices and other centres of influence.

-Suitable advisers may participate in relevant marketing initiatives, introductions and cross-border opportunities. No responsible firm can guarantee leads, but a Network should actively help create the conditions for growth.

#10 - Independence and commercial potential:

-This is not a conventional salaried position.

-It is an independent, performance-driven opportunity for established advisers who want greater control over their business, competitive commercial terms and uncapped earning potential.





-You remain responsible for building and managing your practice while gaining the support of a broader international platform. Client ownership, succession and commercial arrangements are governed by the applicable agreement and regulatory structure.

WHAT YOU WILL DO

You will manage and deepen relationships with HNW and UHNW clients, develop new business, collaborate on complex cross-border cases and use PCC’s infrastructure to operate more efficiently.

You will also

- Build a stronger and more transferable advisory practice
- Develop relationships with professional introducers and centres of influence
- Use modern technology to improve client service and pipeline management
- Work with operations, compliance and product specialists to progress suitable cases
- Collaborate with advisers and specialists across multiple international markets
- Represent both your own professional reputation and the standards of the PCC brand

WHO WE ARE LOOKING FOR:

This opportunity is designed for experienced, entrepreneurial professionals rather than candidates seeking a traditional employed role.

You should ideally have

- At least five years of experience as a Financial Adviser, Wealth Manager, Private Banker or comparable professional
- An established client base or book of business, typically representing at least €5 million in assets under management or equivalent
- Experience serving affluent, HNW or UHNW individuals, families or business owners
- Strong commercial judgment and a record of building trusted client relationships
- Professional fluency in English; additional European languages are highly valued
- Appropriate eligibility to operate in your market
- A clean compliance history and a serious commitment to suitability, transparency and client outcomes
- The ambition to build a valuable long-term business rather than simply find another platform

LOCATION

-Our current focus is experienced independent advisers based in the European Union.

-Opportunities may also be available in Switzerland and the United States through the appropriate PCC structures. Remote and hybrid arrangements depend on location, licensing, regulatory permissions and business requirements.

A CONFIDENTIAL FIRST STEP

You do not need to decide today whether to change Networks.

You only need to determine whether your current Network remains the best home for the business you are building.

If you are an established independent adviser and want to understand how PCC approaches licensing, revenue sharing, adviser support, technology, processing, brand building, client ownership and long-term growth, contact me directly.

Send me a private message with the words “PCC NETWORK” to arrange a strictly confidential conversation.

No public application process. No pressure. No obligation.

Just a direct, professional discussion about your clients, your ambitions and whether the PCC Network can deliver the support your business deserves.

PCC WEALTH

Independent by design. International by capability. Supported for growth.

📌 Independent Financial Advisor / Wealth Manager EUR,CH (España)
🏢 MMIV
📍 España