Financial Advisor – Marbella, Spain (Madrid)

Financial Advisor – Marbella, Spain (Madrid)

30 jul
|
International Financial Advisor Jobs
|
Madrid

30 jul

International Financial Advisor Jobs

Madrid

About The Role Our client is seeking experienced Financial Advisors / Wealth Managers to join their international platform, delivering independent, holistic financial advice within a robust regulatory framework.

What You’ll Be Doing

Provide comprehensive financial planning across all stages of the client lifecycle

Advise clients on investments, retirement planning, protection, and estate structuring

Build and maintain long‑term client relationships

Identify opportunities to grow assets under management through tailored solutions

Deliver independent advice supported by a wide range of domestic and international products

What Sets This Firm Apart

Operates under Swiss, EU (MiFID II), IDD, and UK FCA regulation

Passporting capabilities across major European markets

Secure and compliant platform for cross‑border advisory

Truly independent offering across wealth management, insurance, healthcare, and trust solutions

Strong partnerships with Swiss and international providers

Ability to deliver tailored solutions without product restrictions

What We Offer Earnings & Compensation

Competitive, performance-based income structure

Long‑term earning potential linked to client relationship growth

Flexible salary packages negotiable for the right candidates

Benefits

Adaptable pension plan

Employer protection covering accident, sickness, and maternity

Tax-deductible travel and business expenses

Discounts on insurance, savings,



and mortgage products

Training & Development

Financial support for professional qualifications and further education

Ongoing training and structured career development

Time allowance for external learning and certification

Support & Infrastructure

Full administrative, compliance, and technical support

Integrated team covering all aspects of financial planning and client servicing

Who We’re Looking For Experience & Background

Minimum 3+ years of client-facing experience in wealth management or financial advisory

Proven ability to build and maintain client relationships

Strong understanding of financial planning and investment products

Qualifications

Recognized investment qualifications (e.g., CISI, CII or equivalent) preferred

Skills & Attributes

Client-focused approach with strong interpersonal skills

Professional, ethical, and compliant mindset

Self-driven with the ability to work independently

Ambitious and motivated to build a long-term career

Why Join This is an excellent opportunity for Financial Advisors who want to operate within a highly regulated, internationally recognized framework while maintaining the flexibility to deliver truly independent advice. The firm offers the ideal balance of security, support, product access, and career development, making it a strong platform for long-term success in international financial services.

📌 Financial Advisor – Marbella, Spain (Madrid)
🏢 International Financial Advisor Jobs
📍 Madrid

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