Financial Advisor – Marbella, Spain

Financial Advisor – Marbella, Spain

04 ago
|
International Financial Advisor Jobs
|
Marbella

04 ago

International Financial Advisor Jobs

Marbella

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

- Versátil 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.

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📌 Financial Advisor – Marbella, Spain
🏢 International Financial Advisor Jobs
📍 Marbella

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