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.

Description A leading wealth management firm dedicated to sustainability, excellence, and client-focused financial advice is seeking Investment Advisory Wealth Managers. You will provide independent, personalized guidance to a diverse client base, leveraging licenses across multiple jurisdictions and access to cutting-edge advisory tools. This role focuses on holistic wealth management and building long-term client relationships.

Key Responsibilities

- Cultivate and expand a client base focused on wealth management (B2C)
- Provide tailored advisory services and maintain strong client communication
- Identify financial needs and deliver customized solutions to grow assets under management
- Conduct comprehensive client reviews and create bespoke wealth management strategies
- Apply a consultative approach to understand client goals and provide appropriate solutions
- Stay informed on integral markets and trends to deliver accurate, up-to-date advice

Required Skills

- Bachelor’s degree or equivalent experience in business, finance, economics,



or management
- Strong service orientation, numerical acumen, and attention to detail
- Aspiration for or possession of UK Level 4 advisory qualification
- Experience with high-net-worth clients preferred
- Familiarity with investment, offshore, fintech, bond, or pension products advantageous
- Integrity, professionalism, and collaborative spirit
- Analytical skills, risk assessment capability, and proven sales track record
- Ambition, goal orientation, and resilience

Benefits

- Opportunities for chartered financial qualifications
- Career advancement and geographical mobility
- Competitive commission-based bonuses
- Comprehensive training programs for individuals and teams
- Access to client and employee engagement events

Notes Applicants must 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.

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Tagged as: OTE $60K–$120K+, Retainer + comms, Senior Role

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