Private Client Advisor – Marbella, Spain

Private Client Advisor – Marbella, Spain

06 ago
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International Financial Advisor Jobs
|
Marbella

06 ago

International Financial Advisor Jobs

Marbella

UK-qualified Financial Advisers, Wealth Managers, Investment Advisers and client-facing financial services professionals are encouraged to apply. This international opportunity offers the chance to work with expatriate and globally mobile clients while developing expertise in wealth management, financial planning and international financial services.

Your Role in Their Bigger Plans

Our client takes pride in being truly different, with a clear focus on delivering high-quality, trusted advice in the best interests of their clients. They seek candidates who share this ethos and can help maintain their reputation for excellence.

Qualification Requirements

- Achieved or working towards financial qualifications relevant to your jurisdiction.
- Ideally Level 4 qualifications or Diploma equivalent, aligning with UK industry benchmarks.
- Based in Spain or holding a Spanish NIE card with legal residence.

Areas of Advisory Depending On Client Requirements, You May Provide Guidance In

- Private Client Investments
- Pensions and Retirement Planning
- Tax Planning
- Mortgages
- Protection Arrangements

Other Required Skills





- Solutions-oriented with creative problem-solving ability.
- Highly organised, methodical, analytical, and disciplined.
- Ability to work autonomously while contributing as a key team member.
- Excellent written and verbal communication skills.
- Strong client focus, capable of transacting with financially sophisticated clients and products.
- Good IT skills, with advanced Excel proficiency.

Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g., CISI, CII, or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth. All IFA job news at www.prestigeifajobs.com

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Tagged as: Commission Only, OTE $60K–$120K+, Senior Role

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

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