Location: Madrid, Spain. This is an international expatriate opportunity for qualified financial advisors seeking to work with a global client base from a dynamic overseas market.
About the Role Our 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 Responsibilities Deliver professional financial advice and bespoke wealth management solutions to clients
Build and sustain long-term client relationships through exceptional service standards
Conduct thorough financial reviews and comprehensive fact-finding discussions
Develop customised financial plans addressing investments, pensions, and protection needs
Provide guidance on cross-border financial planning and international investment opportunities
Assist clients with UK pension transfers, QROPS arrangements,



and expatriate tax strategy
Maintain full compliance with all relevant regulatory frameworks and industry standards
Qualifications & Requirements UK-recognised financial advisory qualifications (DipPFS, CISI Level 4, CFP or equivalent)
Minimum 2-3 years of client-facing experience in wealth management or financial advisory
Strong knowledge of investments, pensions, and wealth management strategies
Excellent communication and relationship management skills
Experience working with expatriate or cross-border clients preferred
Commitment to professional development and regulatory compliance
What's on Offer Competitive commission-based earnings with uncapped potential
Professional development and ongoing training support
Relocation support and visa sponsorship for successful international candidates
Opportunity to build a general client portfolio
Full back-office and compliance support
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