12 ago
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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 integral 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 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 standardsQualifications & 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 complianceWhat’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 global client portfolio- Full back-office and compliance support- Career 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.#J-18808-Ljbffr
📌 Offshore Financial Advisor – Marbella, Spain
🏢 Prestige Ifa Jobs
📍 Marbella