Offshore Financial Advisor – Marbella, Spain

Offshore Financial Advisor – Marbella, Spain

12 ago
|
Prestige Ifa Jobs
|
Marbella

12 ago

Prestige Ifa Jobs

Marbella

Location: Madrid, Spain. This is an international expatriate opportunity for qualified financial advisors seeking to work with a general client base from a dynamic overseas market.About the RoleOur client, a well-regarded financial services firm in Madrid, Spain, is looking for a motivated Financial Advisor to join their team. This role involves offering tailored financial advice and wealth management strategies to a wide range of international and expatriate clients. Madrid offers an attractive environment for financial professionals seeking cross-border career development.Key ResponsibilitiesDeliver professional financial advice and bespoke wealth management solutions to clientsBuild and sustain long-term client relationships through exceptional service standardsConduct thorough financial reviews and comprehensive fact-finding discussionsDevelop customised financial plans addressing investments, pensions, and protection needsProvide guidance on cross-border financial planning and international investment opportunitiesAssist clients with UK pension transfers, QROPS arrangements,



and expatriate tax strategyMaintain full compliance with all relevant regulatory frameworks and industry standardsQualifications & RequirementsUK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)Minimum 2-3 years of client-facing experience in wealth management or financial advisoryStrong knowledge of investments, pensions, and wealth management strategiesExcellent communication and relationship management skillsExperience working with expatriate or cross-border clients preferredCommitment to professional development and regulatory complianceWhat’s on OfferCompetitive commission-based earnings with uncapped potentialProfessional development and ongoing training supportRelocation support and visa sponsorship for successful international candidatesOpportunity to build a global client portfolioFull back-office and compliance supportCareer progression opportunities within a growing international firmAbout Madrid, SpainMadrid is a thriving financial centre with a growing expatriate community and excellent quality of life. The city offers a modern infrastructure, competitive tax environment, and outstanding professional networking opportunities within the international financial services sector.
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📌 Offshore Financial Advisor – Marbella, Spain
🏢 Prestige Ifa Jobs
📍 Marbella

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