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

- 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.

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📌 PRIVATE CLIENT ADVISOR (Marbella)
🏢 Talent
📍 Marbella