ppOur client is seeking an experienced and dedicated Independent Financial Advisor to join their established advisory team based in La Cala de Mijas, Costa del Sol. This is an excellent opportunity to showcase your expertise within a firm that specialises in delivering holistic financial advice to expatriates across the EU and Switzerland. /p pTheir team is made up of experienced professionals who prioritise client satisfaction, long-term relationships, and high-quality advisory standards. /p pbAbout the Opportunity /b /p pThis role is adecuado for experienced advisors who are confident in managing client relationships, delivering tailored financial strategies, and developing new business opportunities. /p pYou will work from the La Cala de Mijas office, supported by a collaborative and professional environment, while building and managing your own portfolio of clients. /p h3Job Description /h3 pbKey Responsibilities /b /p ul liProvide expert financial advice aligned with each client’s financial goals and objectives /li liConduct in-depth financial assessments and develop tailored financial plans /li liAdvise on investment strategies, retirement planning, estate planning, and tax optimisation /li liGenerate new business through networking, referrals, and marketing initiatives /li liBuild and maintain strong,



long-term client relationships /li liStay informed on industry developments, regulatory changes, and best practices /li /ul h3Qualifications /h3 ul liProven experience as an Independent Financial Advisor or in a client-facing financial services sales role /li liStrong knowledge of financial planning principles, investment products, and regulatory frameworks /li liRelevant certifications such as CII levelk 4, CFP, CFA, or equivalent are advantageous /li /ul pbSkills Attributes /b /p ul liExcellent communication and interpersonal skills /li liStrong analytical and problem-solving abilities /li liAbility to work independently while maintaining a high level of professionalism /li liFluency in English is essential; additional languages such as Spanish, German, or French are beneficial /li /ul h3Additional Information /h3 pApplicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent). /p pThis is a performance-driven, client-facing role focused on relationship development, delivering tailored financial advice, and achieving long-term growth. /p /p #J-18808-Ljbffr

📌 Wealth Manager – Spain (Mijas)
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